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 | $135,406 | $82,664+63.8% | $125,339+8.0% | $68,494+97.7% |
| Participation rate | 62.0% | 75.0%-13.1pp | 82.4%-20.4pp | 67.9%-5.9pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $648 | $3,381-80.8% | $4,814-86.5% | $2,596-75.0% |
| Participant deferral / active EE | $8,732 | $6,110+42.9% | $7,446+17.3% | $4,027+116.8% |
| Admin fee / account holder | $7,173 | $6,275+14.3% | $10,010-28.3% | $5,403+32.8% |