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 | $115,032 | $64,119+79.4% | $112,228+2.5% | $66,914+71.9% |
| Participation rate | 62.3% | 68.5%-6.2pp | 75.1%-12.8pp | 69.8%-7.5pp |
| Annual return | -15.35% | -13.81%-1.5pp | 27.45%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $631 | $3,005-79.0% | $3,635-82.6% | $2,544-75.2% |
| Participant deferral / active EE | $4,798 | $3,693+29.9% | $4,728+1.5% | $4,237+13.3% |
| Admin fee / account holder | $4,070 | $625+551.0% | $6,410-36.5% | $593+586.0% |