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 | $70,877 | $65,561+8.1% | $86,188-17.8% | $75,163-5.7% |
| Participation rate | 41.1% | 60.5%-19.4pp | 69.0%-27.9pp | 67.2%-26.1pp |
| Annual return | 19.73% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $226 | $1,553-85.4% | $2,380-90.5% | $2,670-91.5% |
| Participant deferral / active EE | $1,736 | $3,024-42.6% | $3,985-56.4% | $4,125-57.9% |
| Admin fee / account holder | $5,653 | $5,474+3.3% | $6,852-17.5% | $5,6510% |