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 | $122,028 | $82,664+47.6% | $125,339-2.6% | $68,494+78.2% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $272 | $3,381-92.0% | $4,814-94.4% | $2,596-89.5% |
| Participant deferral / active EE | $4,741 | $6,110-22.4% | $7,446-36.3% | $4,027+17.7% |
| Admin fee / account holder | $13,970 | $6,275+122.6% | $10,010+39.6% | $5,403+158.6% |