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 | $95,571 | $106,749-10.5% | $145,433-34.3% | $82,448+15.9% |
| Participation rate | 25.9% | 75.6%-49.7pp | 82.1%-56.2pp | 68.1%-42.1pp |
| Annual return | 14.39% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $557 | $3,444-83.8% | $4,554-87.8% | $2,551-78.2% |
| Participant deferral / active EE | $3,133 | $6,519-51.9% | $7,897-60.3% | $4,139-24.3% |
| Admin fee / account holder | $1,960 | $8,390-76.6% | $13,129-85.1% | $7,234-72.9% |