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 | $146,888 | $77,813+88.8% | $123,544+18.9% | $64,186+128.8% |
| Participation rate | 46.3% | 74.7%-28.4pp | 82.3%-36.0pp | 69.6%-23.3pp |
| Annual return | -5.38% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,506 | $5,240+5.1% | $6,426-14.3% | $3,470+58.7% |
| Admin fee / account holder | $7,702 | $5,519+39.6% | $9,284-17.0% | $4,888+57.6% |