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 | $130,143 | $142,344-8.6% | $119,609+8.8% | $134,475-3.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -17.99% | -12.44%-5.6pp | -14.97%-3.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,010 | $5,222-80.7% | $4,232-76.1% | $4,740-78.7% |
| Participant deferral / active EE | $2,732 | $6,469-57.8% | $5,602-51.2% | $6,400-57.3% |
| Admin fee / account holder | $40,214 | $13,584+196.0% | $10,323+289.5% | $11,426+252.0% |