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 | $33,667 | $63,346-46.9% | $92,233-63.5% | $70,131-52.0% |
| Participation rate | 69.0% | 68.7%+0.4pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 15.79% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,501 | $2,854-47.4% | $3,897-61.5% | $3,332-54.9% |
| Admin fee / account holder | $5,342 | $3,840+39.1% | $5,194+2.9% | $4,645+15.0% |