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 | $100,111 | $81,900+22.2% | $119,609-16.3% | $68,494+46.2% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -14.53% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,368 | $4,148-18.8% | $5,602-39.9% | $4,027-16.4% |
| Admin fee / account holder | $25,958 | $6,582+294.4% | $10,323+151.4% | $5,403+380.5% |