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 | $155,377 | $64,839+139.6% | $95,585+62.6% | $84,808+83.2% |
| Participation rate | 67.6% | 63.8%+3.8pp | 72.1%-4.4pp | 68.3%-0.7pp |
| Annual return | 19.20% | -670.96%+690.2pp | 38.56%-19.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $206 | $1,759-88.3% | $2,527-91.9% | $2,631-92.2% |
| Participant deferral / active EE | $2,564 | $2,965-13.5% | $4,023-36.3% | $4,212-39.1% |
| Admin fee / account holder | $1,804 | $5,964-69.8% | $6,127-70.6% | $7,344-75.4% |