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 | $145,985 | $54,350+168.6% | $82,719+76.5% | $68,494+113.1% |
| Participation rate | 32.9% | 63.9%-31.0pp | 72.6%-39.6pp | 67.9%-35.0pp |
| Annual return | -16.61% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,223 | $3,246-0.7% | $4,395-26.7% | $4,027-20.0% |
| Admin fee / account holder | $25,000 | $4,395+468.8% | $5,329+369.1% | $5,403+362.7% |