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 | $19,452 | $65,561-70.3% | $86,188-77.4% | $75,163-74.1% |
| Participation rate | 54.3% | 60.5%-6.2pp | 69.0%-14.7pp | 67.2%-12.9pp |
| Annual return | 13.71% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $316 | $1,553-79.7% | $2,380-86.7% | $2,670-88.2% |
| Participant deferral / active EE | $1,661 | $3,024-45.1% | $3,985-58.3% | $4,125-59.7% |
| Admin fee / account holder | $11,886 | $5,474+117.1% | $6,852+73.5% | $5,651+110.3% |