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 | $59,299 | $85,766-30.9% | $136,294-56.5% | $70,131-15.4% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 18.97% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $258 | $2,966-91.3% | $4,695-94.5% | $2,342-89.0% |
| Participant deferral / active EE | $2,900 | $5,051-42.6% | $6,247-53.6% | $3,332-12.9% |
| Admin fee / account holder | $1,501 | $5,420-72.3% | $9,243-83.8% | $4,645-67.7% |