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 | $131,665 | $73,004+80.4% | $90,749+45.1% | $68,494+92.2% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -12.36% | -13.81%+1.4pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,374 | $3,627-34.5% | $4,564-48.0% | $4,027-41.0% |
| Admin fee / account holder | $5,736 | $5,896-2.7% | $8,445-32.1% | $5,403+6.2% |