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 | $214,607 | $73,867+190.5% | $143,757+49.3% | $68,494+213.3% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,813 | $3,384+42.2% | $5,637-14.6% | $4,027+19.5% |
| Admin fee / account holder | $2,132 | $5,755-63.0% | $14,673-85.5% | $5,403-60.5% |