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 | $160,039 | $85,790+86.5% | $67,313+137.8% | $135,375+18.2% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -4.32% | -0.54%-3.8pp | -4.08%-0.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $453 | $3,487-87.0% | $2,566-82.3% | $4,779-90.5% |
| Participant deferral / active EE | $6,000 | $4,651+29.0% | $3,568+68.1% | $5,609+7.0% |
| Admin fee / account holder | $1,186 | $6,392-81.4% | $4,507-73.7% | $10,827-89.0% |