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 | $73,970 | $57,354+29.0% | $83,848-11.8% | $64,186+15.2% |
| Participation rate | 48.7% | 68.6%-19.9pp | 76.1%-27.4pp | 69.6%-20.9pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $428 | $2,545-83.2% | $3,631-88.2% | $2,381-82.0% |
| Participant deferral / active EE | $5,412 | $2,993+80.8% | $4,082+32.6% | $3,470+56.0% |
| Admin fee / account holder | $3,531 | $4,046-12.7% | $5,478-35.5% | $4,888-27.8% |