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 | $105,121 | $154,117-31.8% | $129,995-19.1% | $139,434-24.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 13.47% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $602 | $5,289-88.6% | $4,320-86.1% | $4,751-87.3% |
| Participant deferral / active EE | $2,944 | $6,710-56.1% | $5,820-49.4% | $6,710-56.1% |
| Admin fee / account holder | $17,148 | $14,007+22.4% | $10,614+61.6% | $11,403+50.4% |