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 | $90,335 | $71,050+27.1% | $93,606-3.5% | $80,856+11.7% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.6%-35.7pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $299 | $1,564-80.9% | $2,420-87.7% | $2,755-89.2% |
| Participant deferral / active EE | $1,294 | $4,034-67.9% | $4,411-70.7% | $4,296-69.9% |
| Admin fee / account holder | $1,937 | $6,945-72.1% | $8,285-76.6% | $6,918-72.0% |