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 | $131,647 | $53,162+147.6% | $91,220+44.3% | $68,494+92.2% |
| Participation rate | 19.8% | 63.2%-43.5pp | 73.2%-53.4pp | 67.9%-48.1pp |
| Annual return | -17.98% | -3.14%-14.8pp | 114.01%-132.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $137 | $1,709-92.0% | $2,850-95.2% | $2,596-94.7% |
| Participant deferral / active EE | $1,243 | $2,974-58.2% | $4,234-70.6% | $4,027-69.1% |
| Admin fee / account holder | $15,767 | $4,493+250.9% | $5,420+190.9% | $5,403+191.8% |