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 | $118,949 | $57,354+107.4% | $83,848+41.9% | $64,186+85.3% |
| Participation rate | 56.7% | 68.6%-11.9pp | 76.1%-19.5pp | 69.6%-12.9pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $223 | $2,545-91.2% | $3,631-93.9% | $2,381-90.6% |
| Participant deferral / active EE | $2,340 | $2,993-21.8% | $4,082-42.7% | $3,470-32.6% |
| Admin fee / account holder | $3,794 | $4,046-6.2% | $5,478-30.8% | $4,888-22.4% |