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 | $68,790 | $102,382-32.8% | $147,005-53.2% | $80,874-14.9% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 14.83% | 134.89%-120.1pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $467 | $3,715-87.4% | $4,934-90.5% | $2,756-83.0% |
| Participant deferral / active EE | $7,332 | $6,646+10.3% | $8,070-9.1% | $4,297+70.6% |
| Admin fee / account holder | $1,031 | $7,942-87.0% | $13,006-92.1% | $6,935-85.1% |