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 | $64,133 | $91,538-29.9% | $129,995-50.7% | $75,163-14.7% |
| Participation rate | 37.2% | 71.4%-34.2pp | 78.5%-41.3pp | 67.2%-30.0pp |
| Annual return | 13.22% | -631.11%+644.3pp | -137.18%+150.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $308 | $2,845-89.2% | $4,320-92.9% | $2,670-88.5% |
| Participant deferral / active EE | $2,751 | $4,341-36.6% | $5,820-52.7% | $4,125-33.3% |
| Admin fee / account holder | $906 | $6,790-86.7% | $10,614-91.5% | $5,651-84.0% |