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 | $99,374 | $71,883+38.2% | $86,677+14.6% | $68,494+45.1% |
| Participation rate | 46.4% | 72.2%-25.9pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -16.56% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $447 | $2,173-79.4% | $2,836-84.2% | $2,596-82.8% |
| Participant deferral / active EE | $3,053 | $3,779-19.2% | $4,656-34.4% | $4,027-24.2% |
| Admin fee / account holder | $16,941 | $6,112+177.2% | $7,493+126.1% | $5,403+213.6% |