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 | $75,838 | $131,829-42.5% | $108,579-30.2% | $273,961-72.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 2.29% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $708 | $4,912-85.6% | $3,758-81.2% | $4,869-85.5% |
| Participant deferral / active EE | $6,099 | $5,127+19.0% | $4,311+41.5% | $5,287+15.4% |
| Admin fee / account holder | $348 | $10,252-96.6% | $7,645-95.5% | $10,132-96.6% |