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 | $78,726 | $71,883+9.5% | $86,677-9.2% | $68,494+14.9% |
| Participation rate | 60.5% | 72.2%-11.7pp | 76.6%-16.0pp | 67.9%-7.4pp |
| Annual return | -15.10% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,063 | $3,779-18.9% | $4,656-34.2% | $4,027-23.9% |
| Admin fee / account holder | $1,809 | $6,112-70.4% | $7,493-75.9% | $5,403-66.5% |