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 | $101,266 | $72,404+39.9% | $110,238-8.1% | $64,186+57.8% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.7pp |
| Annual return | -1.55% | -6.29%+4.7pp | 314.74%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,385 | $3,469-2.4% | $4,672-27.5% | $3,470-2.4% |
| Admin fee / account holder | $25,137 | $5,664+343.8% | $8,547+194.1% | $4,888+414.3% |