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 | $75,487 | $89,355-15.5% | $141,162-46.5% | $72,985+3.4% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 24.59% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,320 | $5,418-57.2% | $6,709-65.4% | $3,607-35.7% |
| Admin fee / account holder | $2,042 | $5,958-65.7% | $10,261-80.1% | $5,124-60.1% |