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 | $71,227 | $91,538-22.2% | $129,995-45.2% | $75,163-5.2% |
| Participation rate | 59.0% | 71.4%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 12.96% | -631.11%+644.1pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $617 | $2,845-78.3% | $4,320-85.7% | $2,670-76.9% |
| Participant deferral / active EE | $6,170 | $4,341+42.1% | $5,820+6.0% | $4,125+49.6% |
| Admin fee / account holder | $2,214 | $6,790-67.4% | $10,614-79.1% | $5,651-60.8% |