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 | $35,472 | $30,732+15.4% | $59,496-40.4% | $59,632-40.5% |
| Participation rate | 59.0% | 43.2%+15.8pp | 54.6%+4.5pp | 68.7%-9.7pp |
| Annual return | -0.71% | 4.47%-5.2pp | 182.05%-182.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $12 | $631-98.1% | $1,153-99.0% | $2,203-99.5% |
| Participant deferral / active EE | $1,465 | $1,183+23.8% | $1,829-19.9% | $3,192-54.1% |
| Admin fee / account holder | $1,287 | $2,136-39.8% | $2,232-42.4% | $4,297-70.1% |