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 | $141,762 | $50,958+178.2% | $74,550+90.2% | $64,186+120.9% |
| Participation rate | 39.1% | 61.1%-22.0pp | 69.1%-30.1pp | 69.6%-30.5pp |
| Annual return | -7.61% | -1.86%-5.8pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,389 | $2,301+3.8% | $3,108-23.1% | $3,470-31.1% |
| Admin fee / account holder | $3,138 | $4,223-25.7% | $5,060-38.0% | $4,888-35.8% |