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 | $58,431 | $91,538-36.2% | $129,995-55.1% | $75,163-22.3% |
| Participation rate | 52.4% | 71.4%-19.1pp | 78.5%-26.1pp | 67.2%-14.8pp |
| Annual return | 13.08% | -631.11%+644.2pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $685 | $2,845-75.9% | $4,320-84.1% | $2,670-74.3% |
| Participant deferral / active EE | $2,204 | $4,341-49.2% | $5,820-62.1% | $4,125-46.6% |
| Admin fee / account holder | $9,135 | $6,790+34.5% | $10,614-13.9% | $5,651+61.7% |