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 | $78,583 | $112,881-30.4% | $90,951-13.6% | $158,922-50.6% |
| Participation rate | 68.2% | 74.7%-6.5pp | 69.0%-0.8pp | 82.0%-13.8pp |
| Annual return | 12.99% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $341 | $2,893-88.2% | $2,122-83.9% | $4,761-92.8% |
| Participant deferral / active EE | $2,075 | $4,128-49.7% | $3,373-38.5% | $5,982-65.3% |
| Admin fee / account holder | $445 | $8,041-94.5% | $5,959-92.5% | $11,246-96.0% |