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 8-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 | $130,894 | $129,942+0.7% | $104,294+25.5% | $134,475-2.7% |
| Participation rate | 44.4% | 79.5%-35.1pp | 73.3%-28.8pp | 81.2%-36.8pp |
| Annual return | -18.39% | 42.03%-60.4pp | 24.61%-43.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,863 | $5,588+58.6% | $4,625+91.6% | $6,400+38.5% |
| Admin fee / account holder | $691 | $9,323-92.6% | $7,339-90.6% | $11,426-94.0% |