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 | $65,565 | $67,411-2.7% | $91,001-28.0% | $70,131-6.5% |
| Participation rate | 42.5% | 71.4%-28.9pp | 75.6%-33.1pp | 69.5%-27.0pp |
| Annual return | 17.34% | -40.16%+57.5pp | 4.60%+12.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,768 | $2,823+104.4% | $3,547+62.6% | $3,332+73.1% |
| Admin fee / account holder | $6,256 | $4,236+47.7% | $5,417+15.5% | $4,645+34.7% |