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 | $120,728 | $104,106+16.0% | $71,086+69.8% | $135,375-10.8% |
| Participation rate | 37.5% | 65.7%-28.2pp | 54.7%-17.2pp | 82.6%-45.1pp |
| Annual return | -7.33% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,174 | $2,527+65.2% | $1,874+122.7% | $5,609-25.6% |
| Admin fee / account holder | $1,274 | $4,142-69.2% | $3,082-58.7% | $10,827-88.2% |