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 | $155,900 | $91,538+70.3% | $129,995+19.9% | $75,163+107.4% |
| Participation rate | 25.6% | 71.4%-45.9pp | 78.5%-52.9pp | 67.2%-41.6pp |
| Annual return | 15.98% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $711 | $2,845-75.0% | $4,320-83.5% | $2,670-73.4% |
| Participant deferral / active EE | $1,940 | $4,341-55.3% | $5,820-66.7% | $4,125-53.0% |
| Admin fee / account holder | $5,538 | $6,790-18.4% | $10,614-47.8% | $5,651-2.0% |