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 | $96,443 | $62,586+54.1% | $76,768+25.6% | $64,186+50.3% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -2.88% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,464 | $3,145+42.0% | $3,852+15.9% | $3,470+28.7% |
| Admin fee / account holder | $16,325 | $4,667+249.8% | $6,675+144.6% | $4,888+234.0% |