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 | $73,722 | $106,890-31.0% | $84,015-12.3% | $152,861-51.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 20.52% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $290 | $2,734-89.4% | $1,983-85.4% | $4,762-93.9% |
| Participant deferral / active EE | $1,278 | $4,011-68.1% | $3,239-60.5% | $5,850-78.2% |
| Admin fee / account holder | $460 | $8,285-94.5% | $6,101-92.5% | $11,596-96.0% |