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 | $138,334 | $167,307-17.3% | $143,757-3.8% | $134,475+2.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 47.37% | 0.46%+46.9pp | -0.04%+47.4pp | 417.96%-370.6pp |
| Employer contribution / active EE | $1,024 | $5,619-81.8% | $4,951-79.3% | $4,740-78.4% |
| Participant deferral / active EE | $4,313 | $6,446-33.1% | $5,637-23.5% | $6,400-32.6% |
| Admin fee / account holder | $103,647 | $18,088+473.0% | $14,673+606.4% | $11,426+807.1% |