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 | $36,431 | $29,660+22.8% | $56,411-35.4% | $80,856-54.9% |
| Participation rate | 39.2% | 41.6%-2.4pp | 52.5%-13.3pp | 67.6%-28.4pp |
| Annual return | 16.64% | 35.23%-18.6pp | 1701.33%-1684.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | -$117 | $669-117.4% | $1,039-111.2% | $2,755-104.2% |
| Participant deferral / active EE | $1,873 | $1,226+52.7% | $1,952-4.1% | $4,296-56.4% |
| Admin fee / account holder | $4,394 | $2,428+81.0% | $2,829+55.3% | $6,918-36.5% |