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 | $156,817 | $54,726+186.6% | $68,793+128.0% | $64,186+144.3% |
| Participation rate | 51.7% | 68.0%-16.4pp | 72.2%-20.6pp | 69.6%-17.9pp |
| Annual return | -2.11% | -1.62%-0.5pp | -4.63%+2.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,263 | $2,626+100.4% | $3,311+59.0% | $3,470+51.7% |
| Admin fee / account holder | $4,351 | $4,027+8.0% | $5,131-15.2% | $4,888-11.0% |