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 | $68,492 | $94,625-27.6% | $116,228-41.1% | $84,808-19.2% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.6%-6.7pp | 68.3%-0.5pp |
| Annual return | 15.81% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,977 | $3,972+25.3% | $4,953+0.5% | $4,212+18.2% |
| Admin fee / account holder | $863 | $10,091-91.5% | $11,989-92.8% | $7,344-88.3% |