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 | $113,456 | $133,958-15.3% | $112,228+1.1% | $134,475-15.6% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -18.53% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $165 | $4,038-95.9% | $3,635-95.5% | $4,740-96.5% |
| Participant deferral / active EE | $1,650 | $5,291-68.8% | $4,728-65.1% | $6,400-74.2% |
| Admin fee / account holder | $1,211 | $7,489-83.8% | $6,410-81.1% | $11,426-89.4% |