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 5-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 | $163,659 | $91,538+78.8% | $129,995+25.9% | $75,163+117.7% |
| Participation rate | 65.4% | 71.4%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 24.08% | -631.11%+655.2pp | -137.18%+161.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $428 | $2,845-85.0% | $4,320-90.1% | $2,670-84.0% |
| Participant deferral / active EE | $3,182 | $4,341-26.7% | $5,820-45.3% | $4,125-22.9% |
| Admin fee / account holder | $9,266 | $6,790+36.5% | $10,614-12.7% | $5,651+64.0% |