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 | $57,416 | $77,813-26.2% | $123,544-53.5% | $64,186-10.5% |
| Participation rate | 60.6% | 74.7%-14.1pp | 82.3%-21.7pp | 69.6%-9.0pp |
| Annual return | -3.75% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,978 | $5,240-5.0% | $6,426-22.5% | $3,470+43.5% |
| Admin fee / account holder | $8,100 | $5,519+46.8% | $9,284-12.8% | $4,888+65.7% |