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 | $112,967 | $71,883+57.2% | $86,677+30.3% | $68,494+64.9% |
| Participation rate | 50.6% | 72.2%-21.6pp | 76.6%-25.9pp | 67.9%-17.2pp |
| Annual return | -12.28% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,893 | $3,779+3.0% | $4,656-16.4% | $4,027-3.3% |
| Admin fee / account holder | $653 | $6,112-89.3% | $7,493-91.3% | $5,403-87.9% |