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 | $54,094 | $84,233-35.8% | $170,442-68.3% | $70,131-22.9% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.7pp |
| Annual return | 16.63% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $68 | $3,387-98.0% | $5,433-98.7% | $2,342-97.1% |
| Participant deferral / active EE | $2,577 | $3,086-16.5% | $4,939-47.8% | $3,332-22.6% |
| Admin fee / account holder | $6,971 | $5,698+22.3% | $13,880-49.8% | $4,645+50.1% |