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 | $90,669 | $45,863+97.7% | $77,024+17.7% | $68,494+32.4% |
| Participation rate | 30.8% | 55.9%-25.1pp | 67.9%-37.1pp | 67.9%-37.1pp |
| Annual return | -15.40% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,237 | $2,962-24.5% | $4,426-49.5% | $4,027-44.5% |
| Admin fee / account holder | $2,361 | $3,041-22.3% | $5,425-56.5% | $5,403-56.3% |