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 | $67,473 | $71,883-6.1% | $86,677-22.2% | $68,494-1.5% |
| Participation rate | 47.7% | 72.2%-24.6pp | 76.6%-28.9pp | 67.9%-20.2pp |
| Annual return | -3.39% | 3.52%-6.9pp | 35.91%-39.3pp | -7.84%+4.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,466 | $3,779-34.7% | $4,656-47.0% | $4,027-38.8% |
| Admin fee / account holder | $10,598 | $6,112+73.4% | $7,493+41.4% | $5,403+96.2% |