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 | $60,670 | $138,065-56.1% | $123,544-50.9% | $135,375-55.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -0.27% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $358 | $5,151-93.1% | $4,628-92.3% | $4,779-92.5% |
| Participant deferral / active EE | $3,113 | $6,799-54.2% | $6,426-51.5% | $5,609-44.5% |
| Admin fee / account holder | $26,307 | $10,916+141.0% | $9,284+183.4% | $10,827+143.0% |