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 | $109,951 | $71,883+53.0% | $86,677+26.9% | $68,494+60.5% |
| Participation rate | 50.9% | 72.2%-21.4pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -16.13% | 3.52%-19.7pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $545 | $2,173-74.9% | $2,836-80.8% | $2,596-79.0% |
| Participant deferral / active EE | $1,795 | $3,779-52.5% | $4,656-61.4% | $4,027-55.4% |
| Admin fee / account holder | $40,333 | $6,112+559.9% | $7,493+438.3% | $5,403+646.5% |