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 | $94,904 | $91,538+3.7% | $129,995-27.0% | $75,163+26.3% |
| Participation rate | 66.2% | 71.4%-5.2pp | 78.5%-12.3pp | 67.2%-1.0pp |
| Annual return | 26.14% | -631.11%+657.3pp | -137.18%+163.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $480 | $2,845-83.1% | $4,320-88.9% | $2,670-82.0% |
| Participant deferral / active EE | $2,702 | $4,341-37.7% | $5,820-53.6% | $4,125-34.5% |
| Admin fee / account holder | $320 | $6,790-95.3% | $10,614-97.0% | $5,651-94.3% |