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 | $86,059 | $52,953+62.5% | $172,739-50.2% | $65,185+32.0% |
| Participation rate | 38.8% | 66.2%-27.4pp | 82.6%-43.9pp | 70.2%-31.4pp |
| Annual return | 26.72% | 30.12%-3.4pp | 802.84%-776.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,085 | $2,471+65.3% | $5,198-21.4% | $3,514+16.2% |
| Admin fee / account holder | $5,486 | $472+1062.6% | $13,954-60.7% | $847+547.7% |