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 | $32,302 | $65,561-50.7% | $86,188-62.5% | $75,163-57.0% |
| Participation rate | 60.6% | 60.5%+0.1pp | 69.0%-8.4pp | 67.2%-6.6pp |
| Annual return | 18.57% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,404 | $3,024-53.6% | $3,985-64.8% | $4,125-66.0% |
| Admin fee / account holder | $655 | $5,474-88.0% | $6,852-90.4% | $5,651-88.4% |