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 6-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 | $185,492 | $71,883+158.0% | $86,677+114.0% | $68,494+170.8% |
| Participation rate | 58.8% | 72.2%-13.4pp | 76.6%-17.8pp | 67.9%-9.1pp |
| Annual return | -6.56% | 3.52%-10.1pp | 35.91%-42.5pp | -7.84%+1.3pp |
| Employer contribution / active EE | $544 | $2,173-75.0% | $2,836-80.8% | $2,596-79.1% |
| Participant deferral / active EE | $6,013 | $3,779+59.1% | $4,656+29.1% | $4,027+49.3% |
| Admin fee / account holder | $15,550 | $6,112+154.4% | $7,493+107.5% | $5,403+187.8% |