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 | $42,920 | $61,774-30.5% | $97,226-55.9% | $80,856-46.9% |
| Participation rate | 36.4% | 63.5%-27.1pp | 72.7%-36.3pp | 67.6%-31.3pp |
| Annual return | 18.90% | -557.90%+576.8pp | 75.13%-56.2pp | 35.59%-16.7pp |
| Employer contribution / active EE | $230 | $1,837-87.5% | $2,729-91.6% | $2,755-91.7% |
| Participant deferral / active EE | $1,691 | $3,029-44.2% | $4,264-60.3% | $4,296-60.6% |
| Admin fee / account holder | $35,530 | $5,166+587.7% | $5,654+528.5% | $6,918+413.6% |