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 | $45,516 | $91,538-50.3% | $129,995-65.0% | $75,163-39.4% |
| Participation rate | 63.9% | 71.4%-7.5pp | 78.5%-14.6pp | 67.2%-3.3pp |
| Annual return | 14.10% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $707 | $2,845-75.2% | $4,320-83.6% | $2,670-73.5% |
| Participant deferral / active EE | $2,351 | $4,341-45.8% | $5,820-59.6% | $4,125-43.0% |
| Admin fee / account holder | $1,802 | $6,790-73.5% | $10,614-83.0% | $5,651-68.1% |