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 | $56,036 | $63,346-11.5% | $92,233-39.2% | $70,131-20.1% |
| Participation rate | 66.0% | 68.7%-2.7pp | 76.5%-10.5pp | 69.5%-3.5pp |
| Annual return | 13.50% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $238 | $2,471-90.4% | $3,679-93.5% | $2,342-89.8% |
| Participant deferral / active EE | $1,827 | $2,854-36.0% | $3,897-53.1% | $3,332-45.2% |
| Admin fee / account holder | $7,365 | $3,840+91.8% | $5,194+41.8% | $4,645+58.6% |