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 | $217,792 | $106,543+104.4% | $91,220+138.8% | $134,475+62.0% |
| Participation rate | 44.4% | 76.8%-32.4pp | 73.2%-28.8pp | 81.2%-36.8pp |
| Annual return | -17.72% | 160.60%-178.3pp | 114.01%-131.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $222 | $3,331-93.3% | $2,850-92.2% | $4,740-95.3% |
| Participant deferral / active EE | $5,576 | $4,719+18.2% | $4,234+31.7% | $6,400-12.9% |
| Admin fee / account holder | $2,048 | $6,231-67.1% | $5,420-62.2% | $11,426-82.1% |