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 | $123,879 | $91,538+35.3% | $129,995-4.7% | $75,163+64.8% |
| Participation rate | 64.3% | 71.4%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 19.54% | -631.11%+650.6pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $266 | $2,845-90.6% | $4,320-93.8% | $2,670-90.0% |
| Participant deferral / active EE | $4,198 | $4,341-3.3% | $5,820-27.9% | $4,125+1.8% |
| Admin fee / account holder | $6,485 | $6,790-4.5% | $10,614-38.9% | $5,651+14.8% |