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 | $70,784 | $167,484-57.7% | $151,611-53.3% | $134,475-47.4% |
| Participation rate | 68.8% | 88.4%-19.6pp | 87.5%-18.7pp | 81.2%-12.5pp |
| Annual return | -10.93% | 7.80%-18.7pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,199 | $6,829-82.4% | $6,166-80.6% | $4,740-74.7% |
| Participant deferral / active EE | $3,349 | $8,986-62.7% | $8,363-60.0% | $6,400-47.7% |
| Admin fee / account holder | $2,886 | $13,783-79.1% | $11,616-75.2% | $11,426-74.7% |