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 | $104,511 | $64,707+61.5% | $112,228-6.9% | $68,494+52.6% |
| Participation rate | 31.9% | 67.2%-35.2pp | 75.1%-43.1pp | 67.9%-36.0pp |
| Annual return | -14.56% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,539 | $3,565-28.8% | $4,728-46.3% | $4,027-36.9% |
| Admin fee / account holder | $11,049 | $5,232+111.2% | $6,410+72.4% | $5,403+104.5% |