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 5-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 | $144,966 | $64,707+124.0% | $112,228+29.2% | $68,494+111.6% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | 151.72% | -11.40%+163.1pp | 27.45%+124.3pp | -7.84%+159.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,363 | $3,565-5.7% | $4,728-28.9% | $4,027-16.5% |
| Admin fee / account holder | $3,852 | $5,232-26.4% | $6,410-39.9% | $5,403-28.7% |