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 | $177,474 | $82,664+114.7% | $125,339+41.6% | $68,494+159.1% |
| Participation rate | 40.7% | 75.0%-34.3pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $149 | $3,381-95.6% | $4,814-96.9% | $2,596-94.3% |
| Participant deferral / active EE | $3,023 | $6,110-50.5% | $7,446-59.4% | $4,027-24.9% |
| Admin fee / account holder | $8,082 | $6,275+28.8% | $10,010-19.3% | $5,403+49.6% |