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 | $79,885 | $180,449-55.7% | $154,107-48.2% | $135,375-41.0% |
| Participation rate | 52.2% | 87.4%-35.2pp | 83.0%-30.9pp | 82.6%-30.5pp |
| Annual return | -4.04% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $309 | $6,035-94.9% | $5,298-94.2% | $4,779-93.5% |
| Participant deferral / active EE | $2,284 | $5,806-60.7% | $5,081-55.0% | $5,609-59.3% |
| Admin fee / account holder | $11,042 | $16,143-31.6% | $13,411-17.7% | $10,827+2.0% |