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 | $150,114 | $82,664+81.6% | $125,339+19.8% | $68,494+119.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,694 | $6,110+9.5% | $7,446-10.1% | $4,027+66.2% |
| Admin fee / account holder | $6,780 | $6,275+8.0% | $10,010-32.3% | $5,403+25.5% |