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 | $103,544 | $54,229+90.9% | $70,092+47.7% | $68,494+51.2% |
| Participation rate | 59.6% | 64.5%-4.9pp | 70.5%-10.9pp | 67.9%-8.3pp |
| Annual return | -18.90% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,045 | $2,956+70.7% | $3,849+31.1% | $4,027+25.3% |
| Admin fee / account holder | $5,079 | $4,694+8.2% | $6,267-18.9% | $5,403-6.0% |