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 | $44,989 | $65,561-31.4% | $86,188-47.8% | $75,163-40.1% |
| Participation rate | 26.7% | 60.5%-33.8pp | 69.0%-42.3pp | 67.2%-40.5pp |
| Annual return | 15.76% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $27 | $1,553-98.3% | $2,380-98.9% | $2,670-99.0% |
| Participant deferral / active EE | $1,663 | $3,024-45.0% | $3,985-58.3% | $4,125-59.7% |
| Admin fee / account holder | $8,455 | $5,474+54.5% | $6,852+23.4% | $5,651+49.6% |