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 | $77,481 | $71,883+7.8% | $86,677-10.6% | $68,494+13.1% |
| Participation rate | 38.8% | 72.2%-33.5pp | 76.6%-37.8pp | 67.9%-29.1pp |
| Annual return | -18.55% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $206 | $2,173-90.5% | $2,836-92.7% | $2,596-92.1% |
| Participant deferral / active EE | $1,823 | $3,779-51.7% | $4,656-60.8% | $4,027-54.7% |
| Admin fee / account holder | $5,650 | $6,112-7.6% | $7,493-24.6% | $5,403+4.6% |