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 | $125,274 | $71,883+74.3% | $86,677+44.5% | $68,494+82.9% |
| Participation rate | 32.0% | 72.2%-40.2pp | 76.6%-44.6pp | 67.9%-35.9pp |
| Annual return | -16.56% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,027 | $3,779-19.9% | $4,656-35.0% | $4,027-24.8% |
| Admin fee / account holder | $3,934 | $6,112-35.6% | $7,493-47.5% | $5,403-27.2% |