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 | $195,457 | $138,065+41.6% | $123,544+58.2% | $135,375+44.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $796 | $5,151-84.5% | $4,628-82.8% | $4,779-83.3% |
| Participant deferral / active EE | $5,528 | $6,799-18.7% | $6,426-14.0% | $5,609-1.4% |
| Admin fee / account holder | $21,036 | $10,916+92.7% | $9,284+126.6% | $10,827+94.3% |