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 | $80,008 | $71,883+11.3% | $86,677-7.7% | $68,494+16.8% |
| Participation rate | 51.4% | 72.2%-20.9pp | 76.6%-25.2pp | 67.9%-16.5pp |
| Annual return | -4.58% | 3.52%-8.1pp | 35.91%-40.5pp | -7.84%+3.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,389 | $3,779-36.8% | $4,656-48.7% | $4,027-40.7% |
| Admin fee / account holder | $45,334 | $6,112+641.8% | $7,493+505.0% | $5,403+739.1% |