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 | $78,255 | $91,538-14.5% | $129,995-39.8% | $75,163+4.1% |
| Participation rate | 67.0% | 71.4%-4.4pp | 78.5%-11.5pp | 67.2%-0.2pp |
| Annual return | 13.85% | -631.11%+645.0pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $597 | $2,845-79.0% | $4,320-86.2% | $2,670-77.6% |
| Participant deferral / active EE | $2,999 | $4,341-30.9% | $5,820-48.5% | $4,125-27.3% |
| Admin fee / account holder | $2,418 | $6,790-64.4% | $10,614-77.2% | $5,651-57.2% |