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 | $197,218 | $91,538+115.4% | $129,995+51.7% | $75,163+162.4% |
| Participation rate | 61.1% | 71.4%-10.3pp | 78.5%-17.4pp | 67.2%-6.1pp |
| Annual return | 20.82% | -631.11%+651.9pp | -137.18%+158.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $468 | $2,845-83.5% | $4,320-89.2% | $2,670-82.5% |
| Participant deferral / active EE | $3,510 | $4,341-19.1% | $5,820-39.7% | $4,125-14.9% |
| Admin fee / account holder | $13,492 | $6,790+98.7% | $10,614+27.1% | $5,651+138.7% |