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 | $30,527 | $60,124-49.2% | $90,404-66.2% | $79,858-61.8% |
| Participation rate | 67.5% | 65.0%+2.5pp | 72.7%-5.2pp | 69.6%-2.1pp |
| Annual return | 31.43% | 71.94%-40.5pp | 1293.02%-1261.6pp | 31.71%-0.3pp |
| Employer contribution / active EE | $32 | $2,068-98.5% | $3,262-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $6,211 | $2,938+111.4% | $3,963+56.7% | $3,740+66.1% |
| Admin fee / account holder | $2,017 | $3,976-49.3% | $5,611-64.1% | $5,306-62.0% |