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 | $99,481 | $100,754-1.3% | $86,677+14.8% | $134,475-26.0% |
| Participation rate | 52.2% | 78.9%-26.8pp | 76.6%-24.4pp | 81.2%-29.0pp |
| Annual return | -17.93% | 29.04%-47.0pp | 35.91%-53.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,903 | $5,338-45.6% | $4,656-37.7% | $6,400-54.6% |
| Admin fee / account holder | $43,811 | $10,926+301.0% | $7,493+484.7% | $11,426+283.4% |