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 | $136,127 | $135,635+0.4% | $110,238+23.5% | $135,375+0.6% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -0.69% | 513.19%-513.9pp | 314.74%-315.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $221 | $4,906-95.5% | $3,826-94.2% | $4,779-95.4% |
| Participant deferral / active EE | $3,745 | $5,506-32.0% | $4,672-19.9% | $5,609-33.2% |
| Admin fee / account holder | $52,326 | $11,457+356.7% | $8,547+512.2% | $10,827+383.3% |