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 | $88,797 | $94,752-6.3% | $112,887-21.3% | $139,434-36.3% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 12.55% | 40.88%-28.3pp | 34.10%-21.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $581 | $4,625-87.4% | $4,563-87.3% | $4,751-87.8% |
| Participant deferral / active EE | $3,914 | $6,512-39.9% | $6,513-39.9% | $6,710-41.7% |
| Admin fee / account holder | $971 | $8,527-88.6% | $7,047-86.2% | $11,403-91.5% |