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 | $67,827 | $59,107+14.8% | $86,436-21.5% | $68,494-1.0% |
| Participation rate | 35.3% | 75.2%-39.9pp | 80.3%-45.0pp | 67.9%-32.6pp |
| Annual return | 8.92% | -0.23%+9.1pp | 4394.89%-4386.0pp | -7.84%+16.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,315 | $5,901-9.9% | $6,952-23.5% | $4,027+32.0% |
| Admin fee / account holder | $3,147 | $5,637-44.2% | $6,731-53.3% | $5,403-41.8% |