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 | $149,342 | $82,664+80.7% | $125,339+19.2% | $68,494+118.0% |
| Participation rate | 53.2% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.7pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,032 | $6,110-1.3% | $7,446-19.0% | $4,027+49.8% |
| Admin fee / account holder | $39,725 | $6,275+533.0% | $10,010+296.9% | $5,403+635.3% |