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 | $80,937 | $63,346+27.8% | $92,233-12.2% | $70,131+15.4% |
| Participation rate | 67.3% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 19.45% | 530.12%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $146 | $2,471-94.1% | $3,679-96.0% | $2,342-93.8% |
| Participant deferral / active EE | $2,799 | $2,854-1.9% | $3,897-28.2% | $3,332-16.0% |
| Admin fee / account holder | $1,076 | $3,840-72.0% | $5,194-79.3% | $4,645-76.8% |