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 | $83,882 | $53,236+57.6% | $86,233-2.7% | $103,975-19.3% |
| Participation rate | 1.8% | 34.4%-32.5pp | 69.0%-67.2pp | 72.5%-70.7pp |
| Annual return | 20.90% | 16.04%+4.9pp | 61.39%-40.5pp | 19.41%+1.5pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $142 | $2,309-93.8% | $4,559-96.9% | $5,343-97.3% |
| Admin fee / account holder | $1,490 | $2,172-31.4% | $8,342-82.1% | $332+348.3% |