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 | $120,562 | $91,538+31.7% | $129,995-7.3% | $75,163+60.4% |
| Participation rate | 69.6% | 71.4%-1.8pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 14.59% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,267 | $4,341+21.3% | $5,820-9.5% | $4,125+27.7% |
| Admin fee / account holder | $1,558 | $6,790-77.1% | $10,614-85.3% | $5,651-72.4% |