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 | $130,393 | $82,664+57.7% | $125,339+4.0% | $68,494+90.4% |
| Participation rate | 52.5% | 75.0%-22.5pp | 82.4%-29.8pp | 67.9%-15.3pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,517 | $6,110+23.0% | $7,446+1.0% | $4,027+86.7% |
| Admin fee / account holder | $6,206 | $6,275-1.1% | $10,010-38.0% | $5,403+14.9% |