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 | $116,287 | $81,900+42.0% | $119,609-2.8% | $68,494+69.8% |
| Participation rate | 57.1% | 71.9%-14.7pp | 79.3%-22.1pp | 67.9%-10.7pp |
| Annual return | -14.65% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,343 | $4,148+28.8% | $5,602-4.6% | $4,027+32.7% |
| Admin fee / account holder | $4,088 | $6,582-37.9% | $10,323-60.4% | $5,403-24.3% |