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 | $82,805 | $104,251-20.6% | $91,001-9.0% | $147,584-43.9% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.6%-21.1pp | 82.8%-28.3pp |
| Annual return | 14.84% | 27.06%-12.2pp | 4.60%+10.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $305 | $3,116-90.2% | $2,456-87.6% | $4,876-93.8% |
| Participant deferral / active EE | $1,715 | $4,195-59.1% | $3,547-51.7% | $5,439-68.5% |
| Admin fee / account holder | $3,684 | $8,948-58.8% | $5,417-32.0% | $10,885-66.2% |