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 | $87,981 | $67,331+30.7% | $60,874+44.5% | $134,475-34.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.1%-54.9pp | 81.2%-63.0pp |
| Annual return | -17.78% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $229 | $3,096-92.6% | $2,701-91.5% | $4,740-95.2% |
| Participant deferral / active EE | $1,531 | $4,538-66.3% | $3,817-59.9% | $6,400-76.1% |
| Admin fee / account holder | $2,995 | $4,582-34.6% | $3,224-7.1% | $11,426-73.8% |