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 | $79,469 | $71,883+10.6% | $86,677-8.3% | $68,494+16.0% |
| Participation rate | 49.4% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.5pp |
| Annual return | -18.09% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $472 | $2,173-78.3% | $2,836-83.3% | $2,596-81.8% |
| Participant deferral / active EE | $2,098 | $3,779-44.5% | $4,656-54.9% | $4,027-47.9% |
| Admin fee / account holder | $2,788 | $6,112-54.4% | $7,493-62.8% | $5,403-48.4% |