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 | $141,004 | $85,790+64.4% | $67,313+109.5% | $135,375+4.2% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -7.24% | -0.54%-6.7pp | -4.08%-3.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $204 | $3,487-94.2% | $2,566-92.0% | $4,779-95.7% |
| Participant deferral / active EE | $4,650 | $4,6510% | $3,568+30.3% | $5,609-17.1% |
| Admin fee / account holder | $1,067 | $6,392-83.3% | $4,507-76.3% | $10,827-90.1% |