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 | $97,464 | $37,393+160.6% | $77,024+26.5% | $66,914+45.7% |
| Participation rate | 27.2% | 52.9%-25.7pp | 67.9%-40.7pp | 69.8%-42.6pp |
| Annual return | -14.09% | -3.29%-10.8pp | 42.32%-56.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $155 | $1,531-89.9% | $2,812-94.5% | $2,544-93.9% |
| Participant deferral / active EE | $3,151 | $2,617+20.4% | $4,426-28.8% | $4,237-25.6% |
| Admin fee / account holder | $1,517 | $567+167.6% | $5,425-72.0% | $593+155.7% |