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 | $55,332 | $63,346-12.7% | $92,233-40.0% | $70,131-21.1% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 14.92% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $444 | $2,471-82.0% | $3,679-87.9% | $2,342-81.1% |
| Participant deferral / active EE | $1,823 | $2,854-36.1% | $3,897-53.2% | $3,332-45.3% |
| Admin fee / account holder | $5,461 | $3,840+42.2% | $5,194+5.2% | $4,645+17.6% |