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 | $65,209 | $110,257-40.9% | $96,544-32.5% | $139,434-53.2% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 13.05% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $59 | $3,620-98.4% | $2,965-98.0% | $4,751-98.8% |
| Participant deferral / active EE | $2,175 | $5,548-60.8% | $4,851-55.2% | $6,710-67.6% |
| Admin fee / account holder | $50,618 | $11,591+336.7% | $8,252+513.4% | $11,403+343.9% |