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 | $28,618 | $175,600-83.7% | $129,110-77.8% | $134,475-78.7% |
| Participation rate | 63.2% | 81.6%-18.4pp | 77.3%-14.1pp | 81.2%-18.1pp |
| Annual return | -12.43% | -11.39%-1.0pp | -10.94%-1.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,200 | $6,355-81.1% | $5,052-76.2% | $4,740-74.7% |
| Participant deferral / active EE | $3,198 | $7,975-59.9% | $6,542-51.1% | $6,400-50.0% |
| Admin fee / account holder | $25,669 | $23,567+8.9% | $14,302+79.5% | $11,426+124.7% |