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 | $140,538 | $167,484-16.1% | $151,611-7.3% | $134,475+4.5% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -20.10% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,933 | $8,986-45.1% | $8,363-41.0% | $6,400-22.9% |
| Admin fee / account holder | $3,194 | $13,783-76.8% | $11,616-72.5% | $11,426-72.0% |