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 | $90,826 | $79,171+14.7% | $102,423-11.3% | $74,495+21.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 15.82% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $590 | $2,362-75.0% | $3,023-80.5% | $2,623-77.5% |
| Participant deferral / active EE | $2,417 | $4,415-45.2% | $5,053-52.2% | $4,346-44.4% |
| Admin fee / account holder | $7,748 | $2,001+287.3% | $9,451-18.0% | $1,942+299.0% |