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 | $118,396 | $91,538+29.3% | $129,995-8.9% | $75,163+57.5% |
| Participation rate | 60.7% | 71.4%-10.7pp | 78.5%-17.8pp | 67.2%-6.5pp |
| Annual return | 14.38% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $463 | $2,845-83.7% | $4,320-89.3% | $2,670-82.6% |
| Participant deferral / active EE | $2,144 | $4,341-50.6% | $5,820-63.2% | $4,125-48.0% |
| Admin fee / account holder | $25,425 | $6,790+274.4% | $10,614+139.5% | $5,651+349.9% |