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 | $13,154 | $45,073-70.8% | $69,455-81.1% | $72,985-82.0% |
| Participation rate | 65.3% | 68.5%-3.2pp | 74.6%-9.3pp | 69.5%-4.2pp |
| Annual return | 66.22% | 22.65%+43.6pp | 28.97%+37.2pp | 81.00%-14.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $795 | $2,602-69.4% | $3,535-77.5% | $3,607-78.0% |
| Admin fee / account holder | $2,352 | $3,056-23.0% | $3,839-38.7% | $5,124-54.1% |