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 | $117,986 | $82,664+42.7% | $125,339-5.9% | $68,494+72.3% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $629 | $3,381-81.4% | $4,814-86.9% | $2,596-75.8% |
| Participant deferral / active EE | $3,966 | $6,110-35.1% | $7,446-46.7% | $4,027-1.5% |
| Admin fee / account holder | $5,138 | $6,275-18.1% | $10,010-48.7% | $5,403-4.9% |