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 | $216,030 | $91,538+136.0% | $129,995+66.2% | $75,163+187.4% |
| Participation rate | 55.3% | 71.4%-16.2pp | 78.5%-23.2pp | 67.2%-11.9pp |
| Annual return | 13.17% | -631.11%+644.3pp | -137.18%+150.3pp | 160.62%-147.4pp |
| Employer contribution / active EE | $520 | $2,845-81.7% | $4,320-88.0% | $2,670-80.5% |
| Participant deferral / active EE | $5,201 | $4,341+19.8% | $5,820-10.6% | $4,125+26.1% |
| Admin fee / account holder | $14,875 | $6,790+119.1% | $10,614+40.1% | $5,651+163.2% |