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 | $75,660 | $100,041-24.4% | $149,718-49.5% | $70,131+7.9% |
| Participation rate | 61.8% | 83.6%-21.8pp | 87.1%-25.3pp | 69.5%-7.7pp |
| Annual return | 16.40% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $765 | $3,662-79.1% | $5,445-86.0% | $2,342-67.4% |
| Participant deferral / active EE | $3,897 | $4,983-21.8% | $6,569-40.7% | $3,332+17.0% |
| Admin fee / account holder | $11,009 | $8,286+32.9% | $11,283-2.4% | $4,645+137.0% |