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 | $96,464 | $77,813+24.0% | $123,544-21.9% | $64,186+50.3% |
| Participation rate | 31.0% | 74.7%-43.7pp | 82.3%-51.3pp | 69.6%-38.5pp |
| Annual return | -3.32% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $67 | $3,014-97.8% | $4,628-98.6% | $2,381-97.2% |
| Participant deferral / active EE | $2,738 | $5,240-47.7% | $6,426-57.4% | $3,470-21.1% |
| Admin fee / account holder | $54,081 | $5,519+880.0% | $9,284+482.5% | $4,888+1006.4% |