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 7-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 | $51,492 | $189,613-72.8% | $167,512-69.3% | $142,382-63.8% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 14.54% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,384 | $6,981+77.4% | $6,405+93.4% | $6,507+90.3% |
| Admin fee / account holder | $13,011 | $10,528+23.6% | $9,769+33.2% | $12,624+3.1% |