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 | $113,446 | $56,484+100.8% | $169,463-33.1% | $64,186+76.7% |
| Participation rate | 61.1% | 64.5%-3.4pp | 77.8%-16.7pp | 69.6%-8.5pp |
| Annual return | -6.56% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,842 | $3,448+40.4% | $5,277-8.2% | $3,470+39.6% |
| Admin fee / account holder | $10,970 | $4,174+162.8% | $9,109+20.4% | $4,888+124.4% |