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 | $117,552 | $45,602+157.8% | $117,472+0.1% | $66,914+75.7% |
| Participation rate | 15.3% | 57.6%-42.3pp | 70.6%-55.3pp | 69.8%-54.5pp |
| Annual return | -13.34% | -16.74%+3.4pp | 29.74%-43.1pp | 1.58%-14.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,465 | $2,845-48.5% | $4,070-64.0% | $4,237-65.4% |
| Admin fee / account holder | $1,170 | $661+77.1% | $5,645-79.3% | $593+97.2% |