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 | $123,230 | $140,940-12.6% | $112,229+9.8% | $139,434-11.6% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 15.84% | 32.71%-16.9pp | 30.20%-14.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $592 | $4,283-86.2% | $3,430-82.8% | $4,751-87.5% |
| Participant deferral / active EE | $5,451 | $5,874-7.2% | $4,798+13.6% | $6,710-18.8% |
| Admin fee / account holder | $1,345 | $9,954-86.5% | $7,748-82.6% | $11,403-88.2% |