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 | $191,938 | $97,757+96.3% | $83,848+128.9% | $135,375+41.8% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -4.52% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $679 | $4,222-83.9% | $3,631-81.3% | $4,779-85.8% |
| Participant deferral / active EE | $4,903 | $4,682+4.7% | $4,082+20.1% | $5,609-12.6% |
| Admin fee / account holder | $606 | $6,674-90.9% | $5,478-88.9% | $10,827-94.4% |