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 | $118,713 | $48,265+146.0% | $68,791+72.6% | $68,494+73.3% |
| Participation rate | 24.3% | 60.7%-36.3pp | 69.0%-44.7pp | 67.9%-43.6pp |
| Annual return | -15.21% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,167 | $2,867-59.3% | $3,941-70.4% | $4,027-71.0% |
| Admin fee / account holder | $12,023 | $4,355+176.1% | $4,932+143.8% | $5,403+122.5% |