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 | $137,382 | $154,117-10.9% | $129,995+5.7% | $139,434-1.5% |
| Participation rate | 47.8% | 82.0%-34.1pp | 78.5%-30.7pp | 80.3%-32.5pp |
| Annual return | 9.89% | 32.48%-22.6pp | -137.18%+147.1pp | 372.94%-363.1pp |
| Employer contribution / active EE | $830 | $5,289-84.3% | $4,320-80.8% | $4,751-82.5% |
| Participant deferral / active EE | $5,019 | $6,710-25.2% | $5,820-13.8% | $6,710-25.2% |
| Admin fee / account holder | $22,034 | $14,007+57.3% | $10,614+107.6% | $11,403+93.2% |