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 | $55,319 | $131,829-58.0% | $108,579-49.1% | $273,961-79.8% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 5.73% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $846 | $4,912-82.8% | $3,758-77.5% | $4,869-82.6% |
| Participant deferral / active EE | $2,146 | $5,127-58.2% | $4,311-50.2% | $5,287-59.4% |
| Admin fee / account holder | $6,154 | $10,252-40.0% | $7,645-19.5% | $10,132-39.3% |