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 | $43,122 | $131,829-67.3% | $108,579-60.3% | $273,961-84.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $771 | $4,912-84.3% | $3,758-79.5% | $4,869-84.2% |
| Participant deferral / active EE | $1,553 | $5,127-69.7% | $4,311-64.0% | $5,287-70.6% |
| Admin fee / account holder | $3,617 | $10,252-64.7% | $7,645-52.7% | $10,132-64.3% |