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 | $74,450 | $42,894+73.6% | $60,874+22.3% | $68,494+8.7% |
| Participation rate | 24.5% | 66.8%-42.3pp | 73.1%-48.6pp | 67.9%-43.4pp |
| Annual return | -7.71% | -13.98%+6.3pp | 16.90%-24.6pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,753 | $2,867-38.9% | $3,817-54.1% | $4,027-56.5% |
| Admin fee / account holder | $68,650 | $3,101+2114.0% | $3,224+2029.2% | $5,403+1170.7% |