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 | $165,837 | $167,484-1.0% | $151,611+9.4% | $134,475+23.3% |
| Participation rate | 46.2% | 88.4%-42.2pp | 87.5%-41.3pp | 81.2%-35.1pp |
| Annual return | -11.92% | 7.80%-19.7pp | 3.33%-15.3pp | 417.96%-429.9pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,462 | $8,986-5.8% | $8,363+1.2% | $6,400+32.2% |
| Admin fee / account holder | $5,796 | $13,783-58.0% | $11,616-50.1% | $11,426-49.3% |