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 | $74,012 | $93,571-20.9% | $135,903-45.5% | $75,163-1.5% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 67.2%-4.3pp |
| Annual return | 18.95% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $370 | $3,537-89.5% | $4,856-92.4% | $2,670-86.1% |
| Participant deferral / active EE | $4,065 | $6,404-36.5% | $7,758-47.6% | $4,125-1.5% |
| Admin fee / account holder | $20,288 | $6,975+190.8% | $10,762+88.5% | $5,651+259.0% |