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 | $141,939 | $77,813+82.4% | $123,544+14.9% | $64,186+121.1% |
| Participation rate | 43.3% | 74.7%-31.4pp | 82.3%-39.0pp | 69.6%-26.2pp |
| Annual return | -4.69% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,012 | $5,240+33.8% | $6,426+9.1% | $3,470+102.1% |
| Admin fee / account holder | $6,544 | $5,519+18.6% | $9,284-29.5% | $4,888+33.9% |