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 | $127,577 | $77,813+64.0% | $123,544+3.3% | $64,186+98.8% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -3.18% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,270 | $5,240-18.5% | $6,426-33.5% | $3,470+23.1% |
| Admin fee / account holder | $9,125 | $5,519+65.4% | $9,284-1.7% | $4,888+86.7% |