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 | $184,140 | $133,958+37.5% | $112,228+64.1% | $134,475+36.9% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -19.99% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $410 | $4,038-89.8% | $3,635-88.7% | $4,740-91.3% |
| Participant deferral / active EE | $2,563 | $5,291-51.6% | $4,728-45.8% | $6,400-60.0% |
| Admin fee / account holder | $1,451 | $7,489-80.6% | $6,410-77.4% | $11,426-87.3% |