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 | $108,350 | $71,883+50.7% | $86,677+25.0% | $68,494+58.2% |
| Participation rate | 34.5% | 72.2%-37.8pp | 76.6%-42.1pp | 67.9%-33.4pp |
| Annual return | -16.06% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $447 | $2,173-79.4% | $2,836-84.2% | $2,596-82.8% |
| Participant deferral / active EE | $3,034 | $3,779-19.7% | $4,656-34.8% | $4,027-24.7% |
| Admin fee / account holder | $5,067 | $6,112-17.1% | $7,493-32.4% | $5,403-6.2% |