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 | $83,371 | $59,805+39.4% | $79,550+4.8% | $68,494+21.7% |
| Participation rate | 69.5% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -18.21% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $191 | $1,505-87.3% | $2,413-92.1% | $2,596-92.6% |
| Participant deferral / active EE | $4,381 | $3,024+44.9% | $3,985+9.9% | $4,027+8.8% |
| Admin fee / account holder | $5,541 | $4,835+14.6% | $6,832-18.9% | $5,403+2.6% |