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 | $148,398 | $73,004+103.3% | $90,749+63.5% | $68,494+116.7% |
| Participation rate | 55.1% | 70.8%-15.8pp | 75.7%-20.6pp | 67.9%-12.8pp |
| Annual return | -15.82% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,252 | $3,627+44.8% | $4,564+15.1% | $4,027+30.4% |
| Admin fee / account holder | $4,566 | $5,896-22.6% | $8,445-45.9% | $5,403-15.5% |