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 | $83,584 | $48,265+73.2% | $68,791+21.5% | $68,494+22.0% |
| Participation rate | 58.1% | 60.7%-2.6pp | 69.0%-11.0pp | 67.9%-9.8pp |
| Annual return | -15.91% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,703 | $2,867-5.7% | $3,941-31.4% | $4,027-32.9% |
| Admin fee / account holder | $11,560 | $4,355+165.4% | $4,932+134.4% | $5,403+114.0% |