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 | $132,824 | $73,867+79.8% | $143,757-7.6% | $68,494+93.9% |
| Participation rate | 52.5% | 66.7%-14.1pp | 80.3%-27.8pp | 67.9%-15.3pp |
| Annual return | -17.13% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,488 | $3,384+32.6% | $5,637-20.4% | $4,027+11.5% |
| Admin fee / account holder | $12,821 | $5,755+122.8% | $14,673-12.6% | $5,403+137.3% |