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 | $61,262 | $65,561-6.6% | $86,188-28.9% | $75,163-18.5% |
| Participation rate | 54.9% | 60.5%-5.6pp | 69.0%-14.0pp | 67.2%-12.3pp |
| Annual return | 19.78% | 46.05%-26.3pp | 1168.45%-1148.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,166 | $3,024+37.8% | $3,985+4.5% | $4,125+1.0% |
| Admin fee / account holder | $10,306 | $5,474+88.3% | $6,852+50.4% | $5,651+82.4% |