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 | $124,558 | $105,860+17.7% | $90,749+37.3% | $134,475-7.4% |
| Participation rate | 45.8% | 78.2%-32.4pp | 75.7%-29.9pp | 81.2%-35.4pp |
| Annual return | -15.91% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $320 | $3,462-90.8% | $2,921-89.0% | $4,740-93.2% |
| Participant deferral / active EE | $1,663 | $5,216-68.1% | $4,564-63.6% | $6,400-74.0% |
| Admin fee / account holder | $636 | $13,938-95.4% | $8,445-92.5% | $11,426-94.4% |