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 | $91,867 | $158,817-42.2% | $121,196-24.2% | $135,375-32.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -4.84% | -0.64%-4.2pp | 16.93%-21.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,696 | $4,005+17.3% | $3,344+40.4% | $5,609-16.3% |
| Admin fee / account holder | $20,195 | $6,512+210.1% | $5,019+302.4% | $10,827+86.5% |