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 | $180,677 | $71,883+151.3% | $86,677+108.4% | $68,494+163.8% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $350 | $2,173-83.9% | $2,836-87.7% | $2,596-86.5% |
| Participant deferral / active EE | $4,027 | $3,779+6.6% | $4,656-13.5% | $4,0270% |
| Admin fee / account holder | $4,541 | $6,112-25.7% | $7,493-39.4% | $5,403-15.9% |