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 8-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 | $56,417 | $56,357+0.1% | $104,294-45.9% | $68,494-17.6% |
| Participation rate | 63.0% | 63.3%-0.3pp | 73.3%-10.3pp | 67.9%-4.9pp |
| Annual return | 6.11% | -9.19%+15.3pp | 24.61%-18.5pp | -7.84%+14.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,623 | $3,077+50.2% | $4,625-0.1% | $4,027+14.8% |
| Admin fee / account holder | $2,799 | $4,903-42.9% | $7,339-61.9% | $5,403-48.2% |