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 | $73,750 | $106,515-30.8% | $96,683-23.7% | $139,434-47.1% |
| Participation rate | 54.2% | 77.8%-23.7pp | 74.3%-20.2pp | 80.3%-26.2pp |
| Annual return | 14.23% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $593 | $4,103-85.5% | $3,737-84.1% | $4,751-87.5% |
| Participant deferral / active EE | $1,488 | $5,454-72.7% | $4,878-69.5% | $6,710-77.8% |
| Admin fee / account holder | $1,886 | $7,877-76.1% | $6,730-72.0% | $11,403-83.5% |