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 | $40,785 | $78,422-48.0% | $95,952-57.5% | $79,858-48.9% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.7pp |
| Annual return | 11.95% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $354 | $1,945-81.8% | $2,541-86.1% | $2,471-85.7% |
| Participant deferral / active EE | $5,760 | $3,440+67.4% | $4,167+38.2% | $3,740+54.0% |
| Admin fee / account holder | $8,099 | $5,622+44.1% | $6,795+19.2% | $5,306+52.6% |