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 | $67,584 | $104,251-35.2% | $91,001-25.7% | $147,584-54.2% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.6%-6.4pp | 82.8%-13.6pp |
| Annual return | 14.48% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $160 | $3,116-94.9% | $2,456-93.5% | $4,876-96.7% |
| Participant deferral / active EE | $1,241 | $4,195-70.4% | $3,547-65.0% | $5,439-77.2% |
| Admin fee / account holder | $656 | $8,948-92.7% | $5,417-87.9% | $10,885-94.0% |