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 | $87,003 | $91,538-5.0% | $129,995-33.1% | $75,163+15.8% |
| Participation rate | 38.8% | 71.4%-32.6pp | 78.5%-39.7pp | 67.2%-28.4pp |
| Annual return | 19.06% | -631.11%+650.2pp | -137.18%+156.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,904 | $4,341-10.1% | $5,820-32.9% | $4,125-5.3% |
| Admin fee / account holder | $2,472 | $6,790-63.6% | $10,614-76.7% | $5,651-56.2% |