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 | $112,598 | $102,604+9.7% | $86,188+30.6% | $139,434-19.2% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 15.22% | 1922.51%-1907.3pp | 1168.45%-1153.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $104 | $3,032-96.6% | $2,380-95.6% | $4,751-97.8% |
| Participant deferral / active EE | $1,540 | $4,676-67.1% | $3,985-61.4% | $6,710-77.0% |
| Admin fee / account holder | $10,344 | $8,657+19.5% | $6,852+51.0% | $11,403-9.3% |