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 | $52,461 | $91,538-42.7% | $129,995-59.6% | $75,163-30.2% |
| Participation rate | 68.4% | 71.4%-3.0pp | 78.5%-10.1pp | 67.2%+1.2pp |
| Annual return | 19.22% | -631.11%+650.3pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $316 | $2,845-88.9% | $4,320-92.7% | $2,670-88.2% |
| Participant deferral / active EE | $1,983 | $4,341-54.3% | $5,820-65.9% | $4,125-51.9% |
| Admin fee / account holder | $2,442 | $6,790-64.0% | $10,614-77.0% | $5,651-56.8% |