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 | $135,273 | $77,813+73.8% | $123,544+9.5% | $64,186+110.8% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $54 | $3,014-98.2% | $4,628-98.8% | $2,381-97.7% |
| Participant deferral / active EE | $4,992 | $5,240-4.7% | $6,426-22.3% | $3,470+43.9% |
| Admin fee / account holder | $319 | $5,519-94.2% | $9,284-96.6% | $4,888-93.5% |