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 | $69,464 | $91,538-24.1% | $129,995-46.6% | $75,163-7.6% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 16.51% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $468 | $2,845-83.6% | $4,320-89.2% | $2,670-82.5% |
| Participant deferral / active EE | $4,245 | $4,341-2.2% | $5,820-27.1% | $4,125+2.9% |
| Admin fee / account holder | $3,951 | $6,790-41.8% | $10,614-62.8% | $5,651-30.1% |