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 | $88,015 | $167,484-47.4% | $151,611-41.9% | $134,475-34.5% |
| Participation rate | 46.2% | 88.4%-42.2pp | 87.5%-41.3pp | 81.2%-35.1pp |
| Annual return | -16.22% | 7.80%-24.0pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $699 | $6,829-89.8% | $6,166-88.7% | $4,740-85.3% |
| Participant deferral / active EE | $5,387 | $8,986-40.0% | $8,363-35.6% | $6,400-15.8% |
| Admin fee / account holder | $15,710 | $13,783+14.0% | $11,616+35.2% | $11,426+37.5% |