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 | $71,960 | $48,795+47.5% | $65,493+9.9% | $84,808-15.1% |
| Participation rate | 56.8% | 67.0%-10.2pp | 73.1%-16.3pp | 68.3%-11.5pp |
| Annual return | 17.28% | 20.20%-2.9pp | 982.45%-965.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $258 | $1,930-86.6% | $2,574-90.0% | $2,631-90.2% |
| Participant deferral / active EE | $3,030 | $2,928+3.5% | $3,961-23.5% | $4,212-28.1% |
| Admin fee / account holder | $10,050 | $3,877+159.2% | $5,028+99.9% | $7,344+36.9% |