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 | $167,179 | $73,102+128.7% | $123,544+35.3% | $56,287+197.0% |
| Participation rate | 69.6% | 74.3%-4.7pp | 82.3%-12.7pp | 69.9%-0.2pp |
| Annual return | -5.91% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,468 | $5,423+74.6% | $6,426+47.4% | $3,350+182.7% |
| Admin fee / account holder | $20,114 | $554+3532.5% | $9,284+116.7% | $521+3761.1% |