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 | $80,052 | $62,127+28.9% | $81,382-1.6% | $74,495+7.5% |
| Participation rate | 68.9% | 64.0%+4.8pp | 69.5%-0.6pp | 67.2%+1.7pp |
| Annual return | 11.19% | 16.48%-5.3pp | 24.73%-13.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $419 | $1,882-77.7% | $2,463-83.0% | $2,623-84.0% |
| Participant deferral / active EE | $2,471 | $3,229-23.5% | $3,883-36.4% | $4,346-43.1% |
| Admin fee / account holder | $4,664 | $1,934+141.1% | $5,768-19.1% | $1,942+140.2% |