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 | $102,547 | $100,754+1.8% | $86,677+18.3% | $134,475-23.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -18.38% | 29.04%-47.4pp | 35.91%-54.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,546 | $5,338-14.8% | $4,656-2.4% | $6,400-29.0% |
| Admin fee / account holder | $1,721 | $10,926-84.2% | $7,493-77.0% | $11,426-84.9% |