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 | $122,269 | $59,805+104.4% | $79,550+53.7% | $68,494+78.5% |
| Participation rate | 37.8% | 61.1%-23.3pp | 69.5%-31.7pp | 67.9%-30.1pp |
| Annual return | -19.00% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $224 | $1,505-85.1% | $2,413-90.7% | $2,596-91.4% |
| Participant deferral / active EE | $2,201 | $3,024-27.2% | $3,985-44.8% | $4,027-45.3% |
| Admin fee / account holder | $10,443 | $4,835+116.0% | $6,832+52.8% | $5,403+93.3% |