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 | $22,760 | $53,127-57.2% | $86,590-73.7% | $70,131-67.5% |
| Participation rate | 69.2% | 65.3%+3.9pp | 73.5%-4.3pp | 69.5%-0.3pp |
| Annual return | 17.34% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $219 | $2,068-89.4% | $2,839-92.3% | $2,342-90.6% |
| Participant deferral / active EE | $1,976 | $2,696-26.7% | $3,609-45.2% | $3,332-40.7% |
| Admin fee / account holder | $4,106 | $3,585+14.5% | $4,906-16.3% | $4,645-11.6% |