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 | $65,720 | $91,538-28.2% | $129,995-49.4% | $75,163-12.6% |
| Participation rate | 68.6% | 71.4%-2.8pp | 78.5%-9.9pp | 67.2%+1.4pp |
| Annual return | 25.60% | -631.11%+656.7pp | -137.18%+162.8pp | 160.62%-135.0pp |
| Employer contribution / active EE | $600 | $2,845-78.9% | $4,320-86.1% | $2,670-77.5% |
| Participant deferral / active EE | $3,085 | $4,341-28.9% | $5,820-47.0% | $4,125-25.2% |
| Admin fee / account holder | $19,061 | $6,790+180.7% | $10,614+79.6% | $5,651+237.3% |