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 | $135,285 | $138,065-2.0% | $123,544+9.5% | $135,375-0.1% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -6.56% | 153.68%-160.2pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $576 | $5,151-88.8% | $4,628-87.6% | $4,779-88.0% |
| Participant deferral / active EE | $4,083 | $6,799-39.9% | $6,426-36.5% | $5,609-27.2% |
| Admin fee / account holder | $614 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |