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 | $62,152 | $65,041-4.4% | $90,951-31.7% | $79,858-22.2% |
| Participation rate | 59.1% | 61.6%-2.5pp | 69.0%-9.9pp | 69.6%-10.5pp |
| Annual return | 15.02% | 30.45%-15.4pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $20 | $1,247-98.4% | $2,122-99.0% | $2,471-99.2% |
| Participant deferral / active EE | $2,791 | $2,512+11.1% | $3,373-17.3% | $3,740-25.4% |
| Admin fee / account holder | $3,942 | $4,536-13.1% | $5,959-33.8% | $5,306-25.7% |