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 | $214,053 | $95,862+123.3% | $79,550+169.1% | $134,475+59.2% |
| Participation rate | 43.5% | 75.0%-31.6pp | 69.5%-26.0pp | 81.2%-37.7pp |
| Annual return | -15.87% | -2.69%-13.2pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $301 | $3,128-90.4% | $2,413-87.5% | $4,740-93.7% |
| Participant deferral / active EE | $2,777 | $4,693-40.8% | $3,985-30.3% | $6,400-56.6% |
| Admin fee / account holder | $35,326 | $9,126+287.1% | $6,832+417.0% | $11,426+209.2% |