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 | $83,704 | $55,415+51.0% | $155,509-46.2% | $74,495+12.4% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.0pp | 67.2%-24.1pp |
| Annual return | 15.31% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $232 | $2,267-89.8% | $4,672-95.0% | $2,623-91.2% |
| Participant deferral / active EE | $1,516 | $2,836-46.5% | $5,626-73.0% | $4,346-65.1% |
| Admin fee / account holder | $3,685 | $1,738+112.0% | $15,912-76.8% | $1,942+89.8% |