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 | $80,393 | $77,813+3.3% | $123,544-34.9% | $64,186+25.3% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.3%-24.8pp | 69.6%-12.1pp |
| Annual return | -1.91% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,935 | $5,240-5.8% | $6,426-23.2% | $3,470+42.2% |
| Admin fee / account holder | $18,188 | $5,519+229.6% | $9,284+95.9% | $4,888+272.1% |