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 | $96,614 | $57,354+68.5% | $83,848+15.2% | $64,186+50.5% |
| Participation rate | 56.1% | 68.6%-12.5pp | 76.1%-20.0pp | 69.6%-13.4pp |
| Annual return | -3.17% | 11.38%-14.6pp | 850.88%-854.0pp | 7.63%-10.8pp |
| Employer contribution / active EE | $315 | $2,545-87.6% | $3,631-91.3% | $2,381-86.8% |
| Participant deferral / active EE | $2,383 | $2,993-20.4% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $5,825 | $4,046+44.0% | $5,478+6.3% | $4,888+19.2% |