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 | $83,446 | $99,079-15.8% | $77,999+7.0% | $273,961-69.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.5%-61.2pp | 83.0%-68.7pp |
| Annual return | 4.16% | 217.93%-213.8pp | 425.96%-421.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $229 | $3,308-93.1% | $2,470-90.7% | $4,869-95.3% |
| Participant deferral / active EE | $1,714 | $4,306-60.2% | $3,497-51.0% | $5,287-67.6% |
| Admin fee / account holder | $1,658 | $8,954-81.5% | $5,480-69.7% | $10,132-83.6% |