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 | $37,101 | $52,519-29.4% | $155,790-76.2% | $59,632-37.8% |
| Participation rate | 62.2% | 61.7%+0.5pp | 76.1%-13.9pp | 68.7%-6.4pp |
| Annual return | 0.65% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $185 | $1,589-88.4% | $3,836-95.2% | $2,203-91.6% |
| Participant deferral / active EE | $1,643 | $3,084-46.7% | $4,797-65.7% | $3,192-48.5% |
| Admin fee / account holder | $3,006 | $3,540-15.1% | $7,478-59.8% | $4,297-30.1% |