See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,742 | $87,540+56.2% | $75,781+80.4% | $125,391+9.1% |
| Participation rate | 40.9% | 80.2%-39.3pp | 75.8%-34.9pp | 83.2%-42.3pp |
| Annual return | -0.79% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $42 | $3,930-98.9% | $3,323-98.7% | $4,866-99.1% |
| Participant deferral / active EE | $3,339 | $4,229-21.0% | $3,651-8.6% | $5,352-37.6% |
| Admin fee / account holder | $1,515 | $6,502-76.7% | $5,299-71.4% | $9,540-84.1% |