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 | $170,637 | $62,586+172.6% | $76,768+122.3% | $64,186+165.8% |
| Participation rate | 45.1% | 72.8%-27.7pp | 77.0%-31.9pp | 69.6%-24.5pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,183 | $3,145-30.6% | $3,852-43.3% | $3,470-37.1% |
| Admin fee / account holder | $13,553 | $4,667+190.4% | $6,675+103.0% | $4,888+177.3% |