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 | $80,441 | $59,805+34.5% | $79,550+1.1% | $68,494+17.4% |
| Participation rate | 38.1% | 61.1%-23.0pp | 69.5%-31.4pp | 67.9%-29.8pp |
| Annual return | -12.39% | -12.30%-0.1pp | 0.16%-12.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,981 | $3,024-34.5% | $3,985-50.3% | $4,027-50.8% |
| Admin fee / account holder | $3,815 | $4,835-21.1% | $6,832-44.2% | $5,403-29.4% |