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 | $38,954 | $83,369-53.3% | $105,223-63.0% | $67,986-42.7% |
| Participation rate | 42.7% | 56.3%-13.6pp | 75.0%-32.3pp | 57.2%-14.5pp |
| Annual return | 29.87% | 24.64%+5.2pp | 180.65%-150.8pp | 31.67%-1.8pp |
| Employer contribution / active EE | $180 | $2,541-92.9% | $3,689-95.1% | $2,019-91.1% |
| Participant deferral / active EE | $1,994 | $3,295-39.5% | $5,072-60.7% | $3,358-40.6% |
| Admin fee / account holder | $4,470 | $4,073+9.7% | $8,859-49.5% | $3,203+39.5% |