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 | $148,409 | $71,883+106.5% | $86,677+71.2% | $68,494+116.7% |
| Participation rate | 68.3% | 72.2%-4.0pp | 76.6%-8.3pp | 67.9%+0.4pp |
| Annual return | -16.18% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,530 | $3,779+72.8% | $4,656+40.3% | $4,027+62.2% |
| Admin fee / account holder | $5,951 | $6,112-2.6% | $7,493-20.6% | $5,403+10.1% |