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 | $139,838 | $95,862+45.9% | $79,550+75.8% | $134,475+4.0% |
| Participation rate | 14.3% | 75.0%-60.7pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -20.11% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $514 | $3,128-83.6% | $2,413-78.7% | $4,740-89.1% |
| Participant deferral / active EE | $3,857 | $4,693-17.8% | $3,985-3.2% | $6,400-39.7% |
| Admin fee / account holder | $6,995 | $9,126-23.4% | $6,832+2.4% | $11,426-38.8% |