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 | $149,152 | $91,538+62.9% | $129,995+14.7% | $75,163+98.4% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 15.21% | -631.11%+646.3pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $492 | $2,845-82.7% | $4,320-88.6% | $2,670-81.6% |
| Participant deferral / active EE | $4,343 | $4,3410% | $5,820-25.4% | $4,125+5.3% |
| Admin fee / account holder | $7,211 | $6,790+6.2% | $10,614-32.1% | $5,651+27.6% |