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 | $186,093 | $147,167+26.5% | $111,392+67.1% | $135,375+37.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 78.9%-38.9pp | 82.6%-42.6pp |
| Annual return | -8.10% | -4.44%-3.7pp | -2.06%-6.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $712 | $5,204-86.3% | $4,328-83.5% | $4,779-85.1% |
| Participant deferral / active EE | $4,992 | $6,565-24.0% | $5,567-10.3% | $5,609-11.0% |
| Admin fee / account holder | $2,907 | $20,270-85.7% | $12,266-76.3% | $10,827-73.2% |