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 | $72,915 | $56,199+29.7% | $67,652+7.8% | $59,632+22.3% |
| Participation rate | 69.2% | 71.5%-2.2pp | 75.7%-6.4pp | 68.7%+0.6pp |
| Annual return | 1.50% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,998 | $2,844+5.4% | $3,560-15.8% | $3,192-6.1% |
| Admin fee / account holder | $5,539 | $3,958+39.9% | $4,821+14.9% | $4,297+28.9% |