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 | $75,000 | $65,561+14.4% | $86,188-13.0% | $75,163-0.2% |
| Participation rate | 47.3% | 60.5%-13.2pp | 69.0%-21.7pp | 67.2%-19.9pp |
| Annual return | 14.29% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.3pp |
| Employer contribution / active EE | $332 | $1,553-78.6% | $2,380-86.0% | $2,670-87.6% |
| Participant deferral / active EE | $2,708 | $3,024-10.4% | $3,985-32.0% | $4,125-34.3% |
| Admin fee / account holder | $9,555 | $5,474+74.5% | $6,852+39.4% | $5,651+69.1% |