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 | $26,152 | $65,409-60.0% | $98,442-73.4% | $85,850-69.5% |
| Participation rate | 52.9% | 65.0%-12.1pp | 73.3%-20.4pp | 69.3%-16.4pp |
| Annual return | 26.56% | 21.76%+4.8pp | 1492.73%-1466.2pp | 318.53%-292.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,608 | $3,166+108.7% | $4,276+54.5% | $3,952+67.2% |
| Admin fee / account holder | $936 | $4,593-79.6% | $5,949-84.3% | $6,260-85.0% |