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 | $72,846 | $55,415+31.5% | $155,509-53.2% | $74,495-2.2% |
| Participation rate | 41.4% | 61.9%-20.5pp | 78.2%-36.7pp | 67.2%-25.8pp |
| Annual return | 18.70% | 268.50%-249.8pp | 64.67%-46.0pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $334 | $2,267-85.3% | $4,672-92.9% | $2,623-87.3% |
| Participant deferral / active EE | $1,572 | $2,836-44.6% | $5,626-72.1% | $4,346-63.8% |
| Admin fee / account holder | $10,311 | $1,738+493.2% | $15,912-35.2% | $1,942+431.0% |