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 | $76,441 | $165,984-53.9% | $164,813-53.6% | $145,922-47.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.17% | 100.03%-86.9pp | 69.93%-56.8pp | 561.29%-548.1pp |
| Employer contribution / active EE | $683 | $5,273-87.0% | $4,341-84.3% | $4,660-85.3% |
| Participant deferral / active EE | $2,733 | $6,959-60.7% | $6,031-54.7% | $6,688-59.1% |
| Admin fee / account holder | $84,280 | $16,648+406.3% | $12,690+564.1% | $13,397+529.1% |