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 | $120,481 | $87,540+37.6% | $75,781+59.0% | $125,391-3.9% |
| Participation rate | 28.6% | 80.2%-51.6pp | 75.8%-47.2pp | 83.2%-54.6pp |
| Annual return | -0.04% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $490 | $3,930-87.5% | $3,323-85.2% | $4,866-89.9% |
| Participant deferral / active EE | $2,655 | $4,229-37.2% | $3,651-27.3% | $5,352-50.4% |
| Admin fee / account holder | $682 | $6,502-89.5% | $5,299-87.1% | $9,540-92.9% |