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 | $29,572 | $60,124-50.8% | $90,404-67.3% | $79,858-63.0% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 20.79% | 71.94%-51.2pp | 1293.02%-1272.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $93 | $2,068-95.5% | $3,262-97.2% | $2,471-96.3% |
| Participant deferral / active EE | $5,399 | $2,938+83.7% | $3,963+36.2% | $3,740+44.3% |
| Admin fee / account holder | $2,361 | $3,976-40.6% | $5,611-57.9% | $5,306-55.5% |