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 | $137,693 | $91,538+50.4% | $129,995+5.9% | $75,163+83.2% |
| Participation rate | 63.4% | 71.4%-8.0pp | 78.5%-15.1pp | 67.2%-3.8pp |
| Annual return | 12.98% | -631.11%+644.1pp | -137.18%+150.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $127 | $2,845-95.5% | $4,320-97.1% | $2,670-95.3% |
| Participant deferral / active EE | $7,901 | $4,341+82.0% | $5,820+35.8% | $4,125+91.5% |
| Admin fee / account holder | $15,666 | $6,790+130.7% | $10,614+47.6% | $5,651+177.2% |