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 | $77,672 | $168,632-53.9% | $147,614-47.4% | $125,391-38.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.25% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,246 | $6,252-80.1% | $5,564-77.6% | $4,866-74.4% |
| Participant deferral / active EE | $5,867 | $5,507+6.5% | $4,895+19.8% | $5,352+9.6% |
| Admin fee / account holder | $1,667 | $13,580-87.7% | $11,611-85.6% | $9,540-82.5% |