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 | $59,116 | $78,422-24.6% | $95,952-38.4% | $79,858-26.0% |
| Participation rate | 67.3% | 73.5%-6.2pp | 77.1%-9.8pp | 69.6%-2.3pp |
| Annual return | 13.83% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $387 | $1,945-80.1% | $2,541-84.8% | $2,471-84.3% |
| Participant deferral / active EE | $3,387 | $3,440-1.5% | $4,167-18.7% | $3,740-9.4% |
| Admin fee / account holder | $1,061 | $5,622-81.1% | $6,795-84.4% | $5,306-80.0% |