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 | $212,895 | $72,404+194.0% | $110,238+93.1% | $64,186+231.7% |
| Participation rate | 65.4% | 73.3%-8.0pp | 79.8%-14.4pp | 69.6%-4.2pp |
| Annual return | -6.05% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,310 | $3,469+53.0% | $4,672+13.6% | $3,470+53.0% |
| Admin fee / account holder | $43,605 | $5,664+669.8% | $8,547+410.2% | $4,888+792.1% |