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 | $63,726 | $95,971-33.6% | $74,550-14.5% | $135,375-52.9% |
| Participation rate | 69.6% | 75.7%-6.1pp | 69.1%+0.4pp | 82.6%-13.1pp |
| Annual return | 9.66% | 56.96%-47.3pp | 32.53%-22.9pp | 519.73%-510.1pp |
| Employer contribution / active EE | $179 | $2,716-93.4% | $1,961-90.9% | $4,779-96.3% |
| Participant deferral / active EE | $1,972 | $3,843-48.7% | $3,108-36.5% | $5,609-64.8% |
| Admin fee / account holder | $11,123 | $6,522+70.6% | $5,060+119.8% | $10,827+2.7% |