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 | $132,888 | $152,587-12.9% | $125,175+6.2% | $152,861-13.1% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 19.26% | 54.84%-35.6pp | 43.79%-24.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $770 | $4,946-84.4% | $3,865-80.1% | $4,762-83.8% |
| Participant deferral / active EE | $6,811 | $5,868+16.1% | $4,937+38.0% | $5,850+16.4% |
| Admin fee / account holder | $40,881 | $13,434+204.3% | $9,702+321.4% | $11,596+252.5% |