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 | $162,615 | $71,883+126.2% | $86,677+87.6% | $68,494+137.4% |
| Participation rate | 42.2% | 72.2%-30.1pp | 76.6%-34.4pp | 67.9%-25.7pp |
| Annual return | -11.78% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $558 | $2,173-74.3% | $2,836-80.3% | $2,596-78.5% |
| Participant deferral / active EE | $2,865 | $3,779-24.2% | $4,656-38.5% | $4,027-28.9% |
| Admin fee / account holder | $7,078 | $6,112+15.8% | $7,493-5.5% | $5,403+31.0% |