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 | $138,679 | $72,404+91.5% | $110,238+25.8% | $64,186+116.1% |
| Participation rate | 40.2% | 73.3%-33.1pp | 79.8%-39.6pp | 69.6%-29.3pp |
| Annual return | -3.02% | -6.29%+3.3pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,289 | $3,469-34.0% | $4,672-51.0% | $3,470-34.0% |
| Admin fee / account holder | $69,100 | $5,664+1119.9% | $8,547+708.4% | $4,888+1313.6% |