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 | $101,113 | $62,573+61.6% | $85,682+18.0% | $85,850+17.8% |
| Participation rate | 12.3% | 61.1%-48.8pp | 69.9%-57.5pp | 69.3%-57.0pp |
| Annual return | 16.23% | 23.77%-7.5pp | 21.49%-5.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $123 | $1,757-93.0% | $2,618-95.3% | $2,565-95.2% |
| Participant deferral / active EE | $2,082 | $2,802-25.7% | $3,923-46.9% | $3,952-47.3% |
| Admin fee / account holder | $8,608 | $4,640+85.5% | $6,873+25.2% | $6,260+37.5% |