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 | $124,063 | $138,065-10.1% | $123,544+0.4% | $135,375-8.4% |
| Participation rate | 15.0% | 84.7%-69.7pp | 82.3%-67.3pp | 82.6%-67.6pp |
| Annual return | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $191 | $5,151-96.3% | $4,628-95.9% | $4,779-96.0% |
| Participant deferral / active EE | $2,663 | $6,799-60.8% | $6,426-58.6% | $5,609-52.5% |
| Admin fee / account holder | $926 | $10,916-91.5% | $9,284-90.0% | $10,827-91.5% |