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 | $77,238 | $71,883+7.4% | $86,677-10.9% | $68,494+12.8% |
| Participation rate | 58.1% | 72.2%-14.2pp | 76.6%-18.5pp | 67.9%-9.8pp |
| Annual return | -14.35% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $325 | $2,173-85.1% | $2,836-88.5% | $2,596-87.5% |
| Participant deferral / active EE | $3,133 | $3,779-17.1% | $4,656-32.7% | $4,027-22.2% |
| Admin fee / account holder | $19,215 | $6,112+214.4% | $7,493+156.4% | $5,403+255.6% |