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 | $84,742 | $154,117-45.0% | $129,995-34.8% | $139,434-39.2% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.5%-8.9pp | 80.3%-10.8pp |
| Annual return | 14.31% | 32.48%-18.2pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $435 | $5,289-91.8% | $4,320-89.9% | $4,751-90.8% |
| Participant deferral / active EE | $3,333 | $6,710-50.3% | $5,820-42.7% | $6,710-50.3% |
| Admin fee / account holder | $15,307 | $14,007+9.3% | $10,614+44.2% | $11,403+34.2% |