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 | $202,826 | $131,829+53.9% | $108,579+86.8% | $273,961-26.0% |
| Participation rate | 17.6% | 83.5%-65.8pp | 79.6%-61.9pp | 83.0%-65.4pp |
| Annual return | 2.87% | -91.57%+94.4pp | -51.70%+54.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,822 | $5,127-45.0% | $4,311-34.5% | $5,287-46.6% |
| Admin fee / account holder | $62,859 | $10,252+513.1% | $7,645+722.2% | $10,132+520.4% |