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 | $65,995 | $54,517+21.1% | $75,972-13.1% | $74,495-11.4% |
| Participation rate | 56.4% | 60.3%-3.9pp | 69.1%-12.6pp | 67.2%-10.8pp |
| Annual return | 13.93% | 31.82%-17.9pp | 359.55%-345.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $312 | $1,777-82.4% | $2,685-88.4% | $2,623-88.1% |
| Participant deferral / active EE | $2,769 | $3,066-9.7% | $4,255-34.9% | $4,346-36.3% |
| Admin fee / account holder | $2,156 | $2,229-3.3% | $6,467-66.7% | $1,942+11.0% |