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 | $73,597 | $211,958-65.3% | $169,463-56.6% | $135,375-45.6% |
| Participation rate | 61.9% | 82.6%-20.7pp | 77.8%-15.9pp | 82.6%-20.7pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,214 | $6,075+2.3% | $5,277+17.8% | $5,609+10.8% |
| Admin fee / account holder | $3,074 | $11,471-73.2% | $9,109-66.3% | $10,827-71.6% |