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 | $138,781 | $81,900+69.5% | $119,609+16.0% | $68,494+102.6% |
| Participation rate | 67.2% | 71.9%-4.7pp | 79.3%-12.0pp | 67.9%-0.7pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,068 | $4,148+46.3% | $5,602+8.3% | $4,027+50.7% |
| Admin fee / account holder | $5,406 | $6,582-17.9% | $10,323-47.6% | $5,403+0.1% |