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 | $52,452 | $131,829-60.2% | $108,579-51.7% | $273,961-80.9% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 16.02% | -91.57%+107.6pp | -51.70%+67.7pp | 41.45%-25.4pp |
| Employer contribution / active EE | $264 | $4,912-94.6% | $3,758-93.0% | $4,869-94.6% |
| Participant deferral / active EE | $8,000 | $5,127+56.0% | $4,311+85.6% | $5,287+51.3% |
| Admin fee / account holder | $573 | $10,252-94.4% | $7,645-92.5% | $10,132-94.3% |