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 | $76,214 | $57,354+32.9% | $83,848-9.1% | $64,186+18.7% |
| Participation rate | 51.6% | 68.6%-17.0pp | 76.1%-24.5pp | 69.6%-18.0pp |
| Annual return | -3.55% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,403 | $2,993-19.7% | $4,082-41.1% | $3,470-30.7% |
| Admin fee / account holder | $77,301 | $4,046+1810.7% | $5,478+1311.1% | $4,888+1481.4% |