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 | $103,402 | $97,044+6.6% | $83,333+24.1% | $135,375-23.6% |
| Participation rate | 45.8% | 80.4%-34.6pp | 77.8%-31.9pp | 82.6%-36.8pp |
| Annual return | -8.73% | 12.31%-21.0pp | 10.63%-19.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,836 | $5,964-35.7% | $5,565-31.1% | $5,609-31.6% |
| Admin fee / account holder | $341 | $8,380-95.9% | $7,510-95.5% | $10,827-96.9% |