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 | $134,474 | $61,774+117.7% | $97,226+38.3% | $80,856+66.3% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 24.16% | -557.90%+582.1pp | 75.13%-51.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,406 | $3,029-20.6% | $4,264-43.6% | $4,296-44.0% |
| Admin fee / account holder | $915 | $5,166-82.3% | $5,654-83.8% | $6,918-86.8% |