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 9-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 | $105,046 | $79,633+31.9% | $93,789+12.0% | $68,494+53.4% |
| Participation rate | 48.3% | 75.4%-27.1pp | 81.0%-32.7pp | 67.9%-19.6pp |
| Annual return | -17.23% | -0.10%-17.1pp | -11.33%-5.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,709 | $5,158+10.7% | $6,094-6.3% | $4,027+41.8% |
| Admin fee / account holder | $3,527 | $6,871-48.7% | $7,195-51.0% | $5,403-34.7% |