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 | $135,130 | $105,860+27.6% | $90,749+48.9% | $134,475+0.5% |
| Participation rate | 16.7% | 78.2%-61.6pp | 75.7%-59.0pp | 81.2%-64.6pp |
| Annual return | -15.88% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,697 | $5,216-67.5% | $4,564-62.8% | $6,400-73.5% |
| Admin fee / account holder | $608 | $13,938-95.6% | $8,445-92.8% | $11,426-94.7% |