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 | $77,609 | $48,265+60.8% | $68,791+12.8% | $68,494+13.3% |
| Participation rate | 30.6% | 60.7%-30.1pp | 69.0%-38.4pp | 67.9%-37.3pp |
| Annual return | -14.28% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,290 | $2,867-55.0% | $3,941-67.3% | $4,027-68.0% |
| Admin fee / account holder | $311 | $4,355-92.9% | $4,932-93.7% | $5,403-94.2% |