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 | $220,238 | $82,664+166.4% | $125,339+75.7% | $68,494+221.5% |
| Participation rate | 55.8% | 75.0%-19.2pp | 82.4%-26.6pp | 67.9%-12.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,718 | $6,110-22.8% | $7,446-36.6% | $4,027+17.1% |
| Admin fee / account holder | $75,596 | $6,275+1104.6% | $10,010+655.2% | $5,403+1299.2% |