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 | $54,934 | $131,829-58.3% | $108,579-49.4% | $273,961-79.9% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.6%-25.4pp | 83.0%-28.8pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $698 | $4,912-85.8% | $3,758-81.4% | $4,869-85.7% |
| Participant deferral / active EE | $3,559 | $5,127-30.6% | $4,311-17.4% | $5,287-32.7% |
| Admin fee / account holder | $564 | $10,252-94.5% | $7,645-92.6% | $10,132-94.4% |