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 | $159,182 | $91,538+73.9% | $129,995+22.5% | $75,163+111.8% |
| Participation rate | 34.6% | 71.4%-36.9pp | 78.5%-43.9pp | 67.2%-32.6pp |
| Annual return | 25.23% | -631.11%+656.3pp | -137.18%+162.4pp | 160.62%-135.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,281 | $4,341-47.4% | $5,820-60.8% | $4,125-44.7% |
| Admin fee / account holder | $1,002 | $6,790-85.2% | $10,614-90.6% | $5,651-82.3% |