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 | $85,235 | $106,890-20.3% | $84,015+1.5% | $152,861-44.2% |
| Participation rate | 56.5% | 75.2%-18.7pp | 69.0%-12.5pp | 82.4%-25.9pp |
| Annual return | 18.45% | 104.99%-86.5pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,145 | $4,011-21.6% | $3,239-2.9% | $5,850-46.2% |
| Admin fee / account holder | $11,867 | $8,285+43.2% | $6,101+94.5% | $11,596+2.3% |