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 | $104,513 | $135,635-22.9% | $110,238-5.2% | $135,375-22.8% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.30% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $634 | $4,906-87.1% | $3,826-83.4% | $4,779-86.7% |
| Participant deferral / active EE | $5,837 | $5,506+6.0% | $4,672+24.9% | $5,609+4.1% |
| Admin fee / account holder | $12,983 | $11,457+13.3% | $8,547+51.9% | $10,827+19.9% |