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 | $89,602 | $112,881-20.6% | $90,951-1.5% | $158,922-43.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 11.75% | 215.79%-204.0pp | 134.60%-122.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $313 | $2,893-89.2% | $2,122-85.2% | $4,761-93.4% |
| Participant deferral / active EE | $3,525 | $4,128-14.6% | $3,373+4.5% | $5,982-41.1% |
| Admin fee / account holder | $6,381 | $8,041-20.6% | $5,959+7.1% | $11,246-43.3% |