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 | $76,156 | $92,222-17.4% | $76,768-0.8% | $135,375-43.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 11.54% | 5.46%+6.1pp | 2.43%+9.1pp | 519.73%-508.2pp |
| Employer contribution / active EE | $124 | $3,216-96.1% | $2,485-95.0% | $4,779-97.4% |
| Participant deferral / active EE | $2,483 | $4,509-44.9% | $3,852-35.5% | $5,609-55.7% |
| Admin fee / account holder | $15,302 | $10,748+42.4% | $6,675+129.3% | $10,827+41.3% |