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 | $44,367 | $91,538-51.5% | $129,995-65.9% | $75,163-41.0% |
| Participation rate | 62.1% | 71.4%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 18.15% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,042 | $4,341-53.0% | $5,820-64.9% | $4,125-50.5% |
| Admin fee / account holder | $1,671 | $6,790-75.4% | $10,614-84.3% | $5,651-70.4% |