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 | $99,899 | $73,004+36.8% | $90,749+10.1% | $68,494+45.8% |
| Participation rate | 66.0% | 70.8%-4.9pp | 75.7%-9.7pp | 67.9%-1.9pp |
| Annual return | -6.55% | -13.81%+7.3pp | -12.16%+5.6pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,996 | $3,627+10.2% | $4,564-12.5% | $4,027-0.8% |
| Admin fee / account holder | $3,103 | $5,896-47.4% | $8,445-63.3% | $5,403-42.6% |