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 7-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 | $32,269 | $65,561-50.8% | $86,188-62.6% | $75,163-57.1% |
| Participation rate | 65.0% | 60.5%+4.5pp | 69.0%-4.0pp | 67.2%-2.2pp |
| Annual return | 22.58% | 46.05%-23.5pp | 1168.45%-1145.9pp | 160.62%-138.0pp |
| Employer contribution / active EE | $332 | $1,553-78.6% | $2,380-86.0% | $2,670-87.6% |
| Participant deferral / active EE | $2,480 | $3,024-18.0% | $3,985-37.8% | $4,125-39.9% |
| Admin fee / account holder | $2,515 | $5,474-54.1% | $6,852-63.3% | $5,651-55.5% |