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 | $199,981 | $167,307+19.5% | $143,757+39.1% | $134,475+48.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.71% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $973 | $5,619-82.7% | $4,951-80.4% | $4,740-79.5% |
| Participant deferral / active EE | $7,851 | $6,446+21.8% | $5,637+39.3% | $6,400+22.7% |
| Admin fee / account holder | $2,780 | $18,088-84.6% | $14,673-81.1% | $11,426-75.7% |