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 | $30,426 | $131,829-76.9% | $108,579-72.0% | $273,961-88.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.35% | -91.57%+94.9pp | -51.70%+55.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $364 | $4,912-92.6% | $3,758-90.3% | $4,869-92.5% |
| Participant deferral / active EE | $1,719 | $5,127-66.5% | $4,311-60.1% | $5,287-67.5% |
| Admin fee / account holder | $3,537 | $10,252-65.5% | $7,645-53.7% | $10,132-65.1% |