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 | $62,295 | $72,177-13.7% | $115,037-45.8% | $59,632+4.5% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 16.62% | 12.02%+4.6pp | 26.14%-9.5pp | 2041.28%-2024.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,707 | $4,783-43.4% | $6,026-55.1% | $3,192-15.2% |
| Admin fee / account holder | $12,145 | $4,927+146.5% | $8,175+48.6% | $4,297+182.6% |