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 | $85,700 | $162,781-47.4% | $133,956-36.0% | $158,922-46.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.74% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $194 | $4,975-96.1% | $3,919-95.0% | $4,761-95.9% |
| Participant deferral / active EE | $1,886 | $5,911-68.1% | $5,048-62.6% | $5,982-68.5% |
| Admin fee / account holder | $18,854 | $11,736+60.6% | $8,927+111.2% | $11,246+67.7% |