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 | $82,406 | $98,750-16.6% | $149,696-45.0% | $79,858+3.2% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%0pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $333 | $3,216-89.6% | $4,644-92.8% | $2,471-86.5% |
| Participant deferral / active EE | $6,445 | $5,680+13.5% | $6,842-5.8% | $3,740+72.3% |
| Admin fee / account holder | $5,220 | $6,053-13.7% | $9,309-43.9% | $5,306-1.6% |