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 | $80,519 | $131,829-38.9% | $108,579-25.8% | $273,961-70.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 10.13% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $439 | $4,912-91.1% | $3,758-88.3% | $4,869-91.0% |
| Participant deferral / active EE | $5,348 | $5,127+4.3% | $4,311+24.1% | $5,287+1.1% |
| Admin fee / account holder | $323 | $10,252-96.9% | $7,645-95.8% | $10,132-96.8% |