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 | $104,576 | $81,900+27.7% | $119,609-12.6% | $68,494+52.7% |
| Participation rate | 64.9% | 71.9%-7.0pp | 79.3%-14.3pp | 67.9%-3.0pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,790 | $4,148+39.6% | $5,602+3.3% | $4,027+43.8% |
| Admin fee / account holder | $8,262 | $6,582+25.5% | $10,323-20.0% | $5,403+52.9% |