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 | $98,843 | $71,883+37.5% | $86,677+14.0% | $68,494+44.3% |
| Participation rate | 51.3% | 72.2%-20.9pp | 76.6%-25.3pp | 67.9%-16.6pp |
| Annual return | -16.95% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $494 | $2,173-77.3% | $2,836-82.6% | $2,596-81.0% |
| Participant deferral / active EE | $3,219 | $3,779-14.8% | $4,656-30.9% | $4,027-20.1% |
| Admin fee / account holder | $9,969 | $6,112+63.1% | $7,493+33.0% | $5,403+84.5% |