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 | $99,300 | $98,750+0.6% | $149,696-33.7% | $79,858+24.3% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.5%-16.3pp | 69.6%-3.5pp |
| Annual return | 16.71% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $416 | $3,216-87.1% | $4,644-91.1% | $2,471-83.2% |
| Participant deferral / active EE | $7,875 | $5,680+38.6% | $6,842+15.1% | $3,740+110.6% |
| Admin fee / account holder | $12,349 | $6,053+104.0% | $9,309+32.7% | $5,306+132.7% |