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 | $112,536 | $131,829-14.6% | $108,579+3.6% | $273,961-58.9% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 2.97% | -91.57%+94.5pp | -51.70%+54.7pp | 41.45%-38.5pp |
| Employer contribution / active EE | $417 | $4,912-91.5% | $3,758-88.9% | $4,869-91.4% |
| Participant deferral / active EE | $1,711 | $5,127-66.6% | $4,311-60.3% | $5,287-67.6% |
| Admin fee / account holder | $57,734 | $10,252+463.2% | $7,645+655.2% | $10,132+469.8% |