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 | $32,556 | $138,044-76.4% | $125,339-74.0% | $134,475-75.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.91% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $614 | $5,243-88.3% | $4,814-87.2% | $4,740-87.0% |
| Participant deferral / active EE | $3,886 | $7,799-50.2% | $7,446-47.8% | $6,400-39.3% |
| Admin fee / account holder | $560 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |