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 | $149,721 | $154,117-2.9% | $129,995+15.2% | $139,434+7.4% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.1pp |
| Annual return | 16.72% | 32.48%-15.8pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,408 | $6,710-19.4% | $5,820-7.1% | $6,710-19.4% |
| Admin fee / account holder | $6,497 | $14,007-53.6% | $10,614-38.8% | $11,403-43.0% |