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 | $92,397 | $52,903+74.7% | $73,307+26.0% | $59,632+54.9% |
| Participation rate | 67.3% | 68.2%-0.9pp | 74.9%-7.6pp | 68.7%-1.3pp |
| Annual return | -2.41% | 12.20%-14.6pp | 5.67%-8.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,300 | $4,069-18.9% | $4,991-33.9% | $3,192+3.4% |
| Admin fee / account holder | $14,963 | $3,834+290.3% | $5,637+165.5% | $4,297+248.2% |