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 | $35,613 | $56,629-37.1% | $77,999-54.3% | $55,167-35.4% |
| Participation rate | 55.3% | 73.3%-18.0pp | 75.5%-20.2pp | 69.0%-13.6pp |
| Annual return | 17.53% | 2866.98%-2849.5pp | 425.96%-408.4pp | 169.23%-151.7pp |
| Employer contribution / active EE | $241 | $1,723-86.0% | $2,470-90.2% | $1,963-87.7% |
| Participant deferral / active EE | $1,443 | $2,777-48.1% | $3,497-58.7% | $3,054-52.8% |
| Admin fee / account holder | $2,275 | $467+387.6% | $5,480-58.5% | $504+351.5% |