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 | $84,434 | $84,527-0.1% | $67,711+24.7% | $125,391-32.7% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | -1.79% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,307 | $4,429-2.8% | $3,585+20.1% | $5,352-19.5% |
| Admin fee / account holder | $7,555 | $5,340+41.5% | $4,255+77.6% | $9,540-20.8% |