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 | $123,814 | $110,094+12.5% | $151,611-18.3% | $68,494+80.8% |
| Participation rate | 53.5% | 84.0%-30.5pp | 87.5%-34.0pp | 67.9%-14.4pp |
| Annual return | -13.57% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,336 | $6,527-18.2% | $8,363-36.2% | $4,027+32.5% |
| Admin fee / account holder | $11,940 | $7,719+54.7% | $11,616+2.8% | $5,403+121.0% |