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 | $199,881 | $158,817+25.9% | $121,196+64.9% | $135,375+47.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | -6.39% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,719 | $4,005+92.7% | $3,344+130.8% | $5,609+37.6% |
| Admin fee / account holder | $40,470 | $6,512+521.4% | $5,019+706.3% | $10,827+273.8% |