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 | $100,344 | $82,630+21.4% | $64,105+56.5% | $125,391-20.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -0.99% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $193 | $2,671-92.8% | $1,820-89.4% | $4,866-96.0% |
| Participant deferral / active EE | $2,975 | $3,608-17.5% | $2,822+5.5% | $5,352-44.4% |
| Admin fee / account holder | $1,388 | $6,382-78.3% | $4,499-69.2% | $9,540-85.5% |