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 | $158,810 | $100,754+57.6% | $86,677+83.2% | $134,475+18.1% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -14.40% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $516 | $3,489-85.2% | $2,836-81.8% | $4,740-89.1% |
| Participant deferral / active EE | $2,852 | $5,338-46.6% | $4,656-38.7% | $6,400-55.4% |
| Admin fee / account holder | $5,307 | $10,926-51.4% | $7,493-29.2% | $11,426-53.5% |