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 | $56,824 | $57,354-0.9% | $83,848-32.2% | $64,186-11.5% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | 10.44% | 11.38%-0.9pp | 850.88%-840.4pp | 7.63%+2.8pp |
| Employer contribution / active EE | $379 | $2,545-85.1% | $3,631-89.6% | $2,381-84.1% |
| Participant deferral / active EE | $2,029 | $2,993-32.2% | $4,082-50.3% | $3,470-41.5% |
| Admin fee / account holder | $22,336 | $4,046+452.1% | $5,478+307.7% | $4,888+357.0% |