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 | $124,535 | $142,344-12.5% | $119,609+4.1% | $134,475-7.4% |
| Participation rate | 45.8% | 82.8%-37.0pp | 79.3%-33.4pp | 81.2%-35.4pp |
| Annual return | -16.72% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $40 | $5,222-99.2% | $4,232-99.1% | $4,740-99.2% |
| Participant deferral / active EE | $2,633 | $6,469-59.3% | $5,602-53.0% | $6,400-58.9% |
| Admin fee / account holder | $3,758 | $13,584-72.3% | $10,323-63.6% | $11,426-67.1% |