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 | $114,069 | $138,044-17.4% | $125,339-9.0% | $134,475-15.2% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -16.60% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $263 | $5,243-95.0% | $4,814-94.5% | $4,740-94.4% |
| Participant deferral / active EE | $5,688 | $7,799-27.1% | $7,446-23.6% | $6,400-11.1% |
| Admin fee / account holder | $26,060 | $11,571+125.2% | $10,010+160.4% | $11,426+128.1% |