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 | $72,617 | $54,229+33.9% | $70,092+3.6% | $68,494+6.0% |
| Participation rate | 51.5% | 64.5%-13.0pp | 70.5%-19.0pp | 67.9%-16.4pp |
| Annual return | -17.57% | -13.87%-3.7pp | 190.73%-208.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $309 | $2,018-84.7% | $2,559-87.9% | $2,596-88.1% |
| Participant deferral / active EE | $2,214 | $2,956-25.1% | $3,849-42.5% | $4,027-45.0% |
| Admin fee / account holder | $1,094 | $4,694-76.7% | $6,267-82.5% | $5,403-79.7% |