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 | $75,895 | $56,114+35.3% | $96,139-21.1% | $85,850-11.6% |
| Participation rate | 60.6% | 56.7%+3.9pp | 68.4%-7.8pp | 69.3%-8.7pp |
| Annual return | 18.92% | 42.30%-23.4pp | 191.94%-173.0pp | 318.53%-299.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,944 | $2,859+72.9% | $4,349+13.7% | $3,952+25.1% |
| Admin fee / account holder | $726 | $3,768-80.7% | $5,537-86.9% | $6,260-88.4% |