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 | $102,509 | $133,958-23.5% | $112,228-8.7% | $134,475-23.8% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-53.9pp |
| Annual return | -8.75% | 47.11%-55.9pp | 27.45%-36.2pp | 417.96%-426.7pp |
| Employer contribution / active EE | $757 | $4,038-81.3% | $3,635-79.2% | $4,740-84.0% |
| Participant deferral / active EE | $1,904 | $5,291-64.0% | $4,728-59.7% | $6,400-70.2% |
| Admin fee / account holder | $3,504 | $7,489-53.2% | $6,410-45.3% | $11,426-69.3% |