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 5-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 | $188,449 | $71,883+162.2% | $86,677+117.4% | $68,494+175.1% |
| Participation rate | 59.0% | 72.2%-13.3pp | 76.6%-17.6pp | 67.9%-8.9pp |
| Annual return | -17.57% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $469 | $2,173-78.4% | $2,836-83.5% | $2,596-81.9% |
| Participant deferral / active EE | $3,004 | $3,779-20.5% | $4,656-35.5% | $4,027-25.4% |
| Admin fee / account holder | $9,722 | $6,112+59.1% | $7,493+29.7% | $5,403+80.0% |