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 | $214,465 | $167,307+28.2% | $143,757+49.2% | $134,475+59.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -17.16% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,122 | $5,619-80.0% | $4,951-77.3% | $4,740-76.3% |
| Participant deferral / active EE | $5,817 | $6,446-9.8% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $1,145 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |