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 | $67,043 | $70,428-4.8% | $96,562-30.6% | $85,850-21.9% |
| Participation rate | 59.5% | 61.8%-2.3pp | 69.8%-10.4pp | 69.3%-9.9pp |
| Annual return | 19.67% | 18.59%+1.1pp | 37.78%-18.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $81 | $1,413-94.3% | $2,356-96.6% | $2,565-96.9% |
| Participant deferral / active EE | $2,322 | $2,894-19.7% | $3,849-39.7% | $3,952-41.2% |
| Admin fee / account holder | $3,136 | $4,997-37.2% | $6,181-49.3% | $6,260-49.9% |