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 | $242,037 | $138,065+75.3% | $123,544+95.9% | $135,375+78.8% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -4.12% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,581 | $6,799-32.6% | $6,426-28.7% | $5,609-18.3% |
| Admin fee / account holder | $30,719 | $10,916+181.4% | $9,284+230.9% | $10,827+183.7% |