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 | $107,020 | $82,664+29.5% | $125,339-14.6% | $68,494+56.2% |
| Participation rate | 56.7% | 75.0%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,010 | $6,110-50.7% | $7,446-59.6% | $4,027-25.3% |
| Admin fee / account holder | $17,197 | $6,275+174.0% | $10,010+71.8% | $5,403+218.3% |