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 | $66,742 | $94,529-29.4% | $140,016-52.3% | $64,186+4.0% |
| Participation rate | 61.8% | 84.1%-22.3pp | 87.5%-25.7pp | 69.6%-7.8pp |
| Annual return | 5.69% | 7.77%-2.1pp | 651.12%-645.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $772 | $3,812-79.7% | $5,606-86.2% | $2,381-67.6% |
| Participant deferral / active EE | $3,864 | $5,250-26.4% | $6,927-44.2% | $3,470+11.4% |
| Admin fee / account holder | $15,940 | $6,741+136.5% | $10,705+48.9% | $4,888+226.1% |