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 | $111,476 | $53,162+109.7% | $91,220+22.2% | $68,494+62.8% |
| Participation rate | 57.7% | 63.2%-5.5pp | 73.2%-15.5pp | 67.9%-10.2pp |
| Annual return | -10.25% | -3.14%-7.1pp | 114.01%-124.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,436 | $2,974+116.4% | $4,234+52.0% | $4,027+59.8% |
| Admin fee / account holder | $4,007 | $4,493-10.8% | $5,420-26.1% | $5,403-25.8% |