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 | $234,068 | $167,484+39.8% | $151,611+54.4% | $134,475+74.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -18.26% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $259 | $6,829-96.2% | $6,166-95.8% | $4,740-94.5% |
| Participant deferral / active EE | $6,775 | $8,986-24.6% | $8,363-19.0% | $6,400+5.9% |
| Admin fee / account holder | $2,307 | $13,783-83.3% | $11,616-80.1% | $11,426-79.8% |