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 | $62,180 | $106,515-41.6% | $96,683-35.7% | $139,434-55.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 12.85% | 38.43%-25.6pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $104 | $4,103-97.5% | $3,737-97.2% | $4,751-97.8% |
| Participant deferral / active EE | $3,995 | $5,454-26.7% | $4,878-18.1% | $6,710-40.5% |
| Admin fee / account holder | $2,273 | $7,877-71.1% | $6,730-66.2% | $11,403-80.1% |