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 | $99,982 | $64,324+55.4% | $118,925-15.9% | $79,858+25.2% |
| Participation rate | 61.3% | 64.9%-3.6pp | 75.4%-14.1pp | 69.6%-8.3pp |
| Annual return | 12.90% | 86.45%-73.6pp | 35.88%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $57 | $1,836-96.9% | $3,263-98.2% | $2,471-97.7% |
| Participant deferral / active EE | $2,842 | $2,824+0.6% | $4,265-33.4% | $3,740-24.0% |
| Admin fee / account holder | $7,247 | $4,040+79.4% | $6,581+10.1% | $5,306+36.6% |