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 | $130,718 | $64,707+102.0% | $112,228+16.5% | $68,494+90.8% |
| Participation rate | 67.0% | 67.2%-0.1pp | 75.1%-8.0pp | 67.9%-0.9pp |
| Annual return | -11.03% | -11.40%+0.4pp | 27.45%-38.5pp | -7.84%-3.2pp |
| Employer contribution / active EE | $675 | $2,746-75.4% | $3,635-81.4% | $2,596-74.0% |
| Participant deferral / active EE | $4,126 | $3,565+15.7% | $4,728-12.7% | $4,027+2.4% |
| Admin fee / account holder | $5,412 | $5,232+3.4% | $6,410-15.6% | $5,403+0.2% |