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 | $34,366 | $69,763-50.7% | $67,502-49.1% | $74,495-53.9% |
| Participation rate | 65.5% | 71.4%-5.9pp | 72.9%-7.4pp | 67.2%-1.7pp |
| Annual return | 22.58% | -40.34%+62.9pp | 3512.12%-3489.5pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $491 | $2,704-81.9% | $2,731-82.0% | $2,623-81.3% |
| Participant deferral / active EE | $1,682 | $3,636-53.7% | $4,000-57.9% | $4,346-61.3% |
| Admin fee / account holder | $751 | $896-16.2% | $3,998-81.2% | $1,942-61.3% |