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 | $180,131 | $95,862+87.9% | $79,550+126.4% | $134,475+34.0% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $166 | $3,128-94.7% | $2,413-93.1% | $4,740-96.5% |
| Participant deferral / active EE | $1,326 | $4,693-71.7% | $3,985-66.7% | $6,400-79.3% |
| Admin fee / account holder | $563 | $9,126-93.8% | $6,832-91.8% | $11,426-95.1% |