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 | $202,328 | $167,484+20.8% | $151,611+33.5% | $134,475+50.5% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -12.76% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $585 | $6,829-91.4% | $6,166-90.5% | $4,740-87.7% |
| Participant deferral / active EE | $10,166 | $8,986+13.1% | $8,363+21.6% | $6,400+58.9% |
| Admin fee / account holder | $550 | $13,783-96.0% | $11,616-95.3% | $11,426-95.2% |