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 | $151,233 | $72,177+109.5% | $115,037+31.5% | $59,632+153.6% |
| Participation rate | 52.0% | 72.6%-20.6pp | 81.4%-29.4pp | 68.7%-16.7pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,628 | $4,783+80.4% | $6,026+43.2% | $3,192+170.3% |
| Admin fee / account holder | $5,461 | $4,927+10.8% | $8,175-33.2% | $4,297+27.1% |