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 | $82,561 | $35,183+134.7% | $73,545+12.3% | $70,131+17.7% |
| Participation rate | 63.5% | 42.9%+20.5pp | 54.9%+8.5pp | 69.5%-6.1pp |
| Annual return | 20.35% | 26.90%-6.6pp | -15.16%+35.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,156 | $1,220+76.8% | $1,806+19.4% | $3,332-35.3% |
| Admin fee / account holder | $6,161 | $2,302+167.6% | $2,320+165.6% | $4,645+32.6% |