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 | $194,803 | $77,813+150.3% | $123,544+57.7% | $64,186+203.5% |
| Participation rate | 68.9% | 74.7%-5.8pp | 82.3%-13.4pp | 69.6%-0.7pp |
| Annual return | -3.66% | 12.48%-16.1pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,773 | $5,240+67.4% | $6,426+36.5% | $3,470+152.9% |
| Admin fee / account holder | $39,503 | $5,519+615.8% | $9,284+325.5% | $4,888+708.2% |