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 | $69,643 | $57,354+21.4% | $83,848-16.9% | $64,186+8.5% |
| Participation rate | 67.5% | 68.6%-1.1pp | 76.1%-8.6pp | 69.6%-2.1pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,402 | $2,993+13.7% | $4,082-16.7% | $3,470-1.9% |
| Admin fee / account holder | $2,687 | $4,046-33.6% | $5,478-51.0% | $4,888-45.0% |