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 | $14,536 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $373 | $4,810-92.2% | $4,305-91.3% | $4,299-91.3% |
| Participant deferral / active EE | $1,964 | $6,272-68.7% | $5,540-64.6% | $6,507-69.8% |
| Admin fee / account holder | $1,015 | $16,786-94.0% | $14,329-92.9% | $12,624-92.0% |