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 | $122,952 | $28,109+337.4% | $71,086+73.0% | $56,287+118.4% |
| Participation rate | 16.0% | 40.4%-24.4pp | 54.7%-38.6pp | 69.9%-53.8pp |
| Annual return | -5.29% | -615.05%+609.8pp | 650.59%-655.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $6 | $558-98.9% | $1,088-99.4% | $2,111-99.7% |
| Participant deferral / active EE | $817 | $1,116-26.8% | $1,874-56.4% | $3,350-75.6% |
| Admin fee / account holder | $3,876 | $585+562.8% | $3,082+25.7% | $521+644.0% |