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 | $104,616 | $82,664+26.6% | $125,339-16.5% | $68,494+52.7% |
| Participation rate | 47.5% | 75.0%-27.5pp | 82.4%-34.9pp | 67.9%-20.4pp |
| Annual return | -14.72% | -5.97%-8.7pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,789 | $6,110-38.0% | $7,446-49.1% | $4,027-5.9% |
| Admin fee / account holder | $13,608 | $6,275+116.8% | $10,010+36.0% | $5,403+151.9% |