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 | $166,203 | $133,958+24.1% | $112,228+48.1% | $134,475+23.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -14.24% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $717 | $4,038-82.3% | $3,635-80.3% | $4,740-84.9% |
| Participant deferral / active EE | $5,628 | $5,291+6.4% | $4,728+19.0% | $6,400-12.1% |
| Admin fee / account holder | $12,454 | $7,489+66.3% | $6,410+94.3% | $11,426+9.0% |