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 | $203,935 | $100,754+102.4% | $86,677+135.3% | $134,475+51.7% |
| Participation rate | 63.2% | 78.9%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -13.84% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $387 | $3,489-88.9% | $2,836-86.3% | $4,740-91.8% |
| Participant deferral / active EE | $3,000 | $5,338-43.8% | $4,656-35.6% | $6,400-53.1% |
| Admin fee / account holder | $22,491 | $10,926+105.8% | $7,493+200.2% | $11,426+96.8% |