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 | $100,034 | $61,660+62.2% | $80,019+25.0% | $64,186+55.9% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -0.18% | -0.33%+0.1pp | 11.22%-11.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,291 | $2,968+145.7% | $3,686+97.8% | $3,470+110.1% |
| Admin fee / account holder | $28,054 | $5,417+417.9% | $6,521+330.2% | $4,888+473.9% |