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 | $101,608 | $53,596+89.6% | $90,645+12.1% | $64,186+58.3% |
| Participation rate | 64.4% | 64.5%-0.1pp | 74.0%-9.6pp | 69.6%-5.2pp |
| Annual return | -3.46% | 4.41%-7.9pp | 1.88%-5.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,313 | $2,459+116.1% | $3,425+55.1% | $3,470+53.1% |
| Admin fee / account holder | $19,445 | $3,868+402.7% | $4,994+289.4% | $4,888+297.8% |