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 | $35,094 | $63,346-44.6% | $92,233-62.0% | $70,131-50.0% |
| Participation rate | 68.5% | 68.7%-0.2pp | 76.5%-8.0pp | 69.5%-1.0pp |
| Annual return | 18.65% | 530.12%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $296 | $2,471-88.0% | $3,679-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,367 | $2,854-52.1% | $3,897-64.9% | $3,332-59.0% |
| Admin fee / account holder | $1,107 | $3,840-71.2% | $5,194-78.7% | $4,645-76.2% |