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 7-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 | $144,067 | $71,883+100.4% | $86,677+66.2% | $68,494+110.3% |
| Participation rate | 62.1% | 72.2%-10.2pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -12.09% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,201 | $3,779+90.6% | $4,656+54.7% | $4,027+78.8% |
| Admin fee / account holder | $16,798 | $6,112+174.9% | $7,493+124.2% | $5,403+210.9% |