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 | $68,953 | $112,881-38.9% | $90,951-24.2% | $158,922-56.6% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 18.98% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $227 | $2,893-92.1% | $2,122-89.3% | $4,761-95.2% |
| Participant deferral / active EE | $2,273 | $4,128-44.9% | $3,373-32.6% | $5,982-62.0% |
| Admin fee / account holder | $691 | $8,041-91.4% | $5,959-88.4% | $11,246-93.9% |