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 | $51,258 | $85,766-40.2% | $136,294-62.4% | $70,131-26.9% |
| Participation rate | 67.5% | 74.2%-6.7pp | 81.9%-14.4pp | 69.5%-2.0pp |
| Annual return | 21.92% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,925 | $5,051+76.7% | $6,247+42.9% | $3,332+167.9% |
| Admin fee / account holder | $2,127 | $5,420-60.8% | $9,243-77.0% | $4,645-54.2% |