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 | $68,634 | $180,449-62.0% | $154,107-55.5% | $135,375-49.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.83% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,223 | $6,035-79.7% | $5,298-76.9% | $4,779-74.4% |
| Participant deferral / active EE | $5,239 | $5,806-9.8% | $5,081+3.1% | $5,609-6.6% |
| Admin fee / account holder | $1,138 | $16,143-93.0% | $13,411-91.5% | $10,827-89.5% |