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 | $180,825 | $88,083+105.3% | $164,813+9.7% | $74,495+142.7% |
| Participation rate | 34.3% | 73.0%-38.8pp | 78.6%-44.3pp | 67.2%-32.9pp |
| Annual return | 16.07% | 17.26%-1.2pp | 69.93%-53.9pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $217 | $2,593-91.6% | $4,341-95.0% | $2,623-91.7% |
| Participant deferral / active EE | $2,526 | $4,498-43.8% | $6,031-58.1% | $4,346-41.9% |
| Admin fee / account holder | $12,057 | $2,234+439.8% | $12,690-5.0% | $1,942+520.9% |