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 | $85,432 | $96,484-11.5% | $75,886+12.6% | $152,861-44.1% |
| Participation rate | 34.8% | 76.2%-41.4pp | 69.3%-34.5pp | 82.4%-47.7pp |
| Annual return | 27.30% | 33.98%-6.7pp | 30.76%-3.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $194 | $3,309-94.1% | $2,500-92.3% | $4,762-95.9% |
| Participant deferral / active EE | $1,316 | $4,553-71.1% | $3,603-63.5% | $5,850-77.5% |
| Admin fee / account holder | $2,135 | $8,078-73.6% | $5,418-60.6% | $11,596-81.6% |