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 | $213,237 | $54,229+293.2% | $70,092+204.2% | $68,494+211.3% |
| Participation rate | 68.8% | 64.5%+4.3pp | 70.5%-1.7pp | 67.9%+0.9pp |
| Annual return | -18.98% | -13.87%-5.1pp | 190.73%-209.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,968 | $2,956+135.8% | $3,849+81.0% | $4,027+73.0% |
| Admin fee / account holder | $16,786 | $4,694+257.6% | $6,267+167.9% | $5,403+210.7% |