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 9-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 | $25,973 | $65,409-60.3% | $98,442-73.6% | $85,850-69.7% |
| Participation rate | 67.9% | 65.0%+2.9pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 17.78% | 21.76%-4.0pp | 1492.73%-1474.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,677 | $3,166+47.7% | $4,276+9.4% | $3,952+18.4% |
| Admin fee / account holder | $907 | $4,593-80.2% | $5,949-84.7% | $6,260-85.5% |