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 | $158,434 | $64,707+144.8% | $112,228+41.2% | $68,494+131.3% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,053 | $3,565+182.0% | $4,728+112.6% | $4,027+149.6% |
| Admin fee / account holder | $33,315 | $5,232+536.7% | $6,410+419.7% | $5,403+516.6% |