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 | $87,079 | $76,401+14.0% | $106,387-18.1% | $64,186+35.7% |
| Participation rate | 44.0% | 73.5%-29.5pp | 77.5%-33.5pp | 69.6%-25.6pp |
| Annual return | -4.49% | -2.19%-2.3pp | 0.25%-4.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,821 | $4,274-57.4% | $5,421-66.4% | $3,470-47.5% |
| Admin fee / account holder | $4,565 | $4,610-1.0% | $7,510-39.2% | $4,888-6.6% |