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 | $116,587 | $92,222+26.4% | $76,768+51.9% | $135,375-13.9% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -7.55% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $377 | $3,216-88.3% | $2,485-84.8% | $4,779-92.1% |
| Participant deferral / active EE | $2,129 | $4,509-52.8% | $3,852-44.7% | $5,609-62.0% |
| Admin fee / account holder | $2,505 | $10,748-76.7% | $6,675-62.5% | $10,827-76.9% |