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 | $76,541 | $86,929-12.0% | $102,423-25.3% | $80,856-5.3% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 22.67% | 18.88%+3.8pp | 29.32%-6.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $495 | $2,369-79.1% | $3,023-83.6% | $2,755-82.0% |
| Participant deferral / active EE | $4,946 | $4,118+20.1% | $5,053-2.1% | $4,296+15.1% |
| Admin fee / account holder | $20,523 | $8,049+155.0% | $9,451+117.2% | $6,918+196.7% |