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 | $92,383 | $99,652-7.3% | $78,778+17.3% | $147,584-37.4% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.2%-11.3pp | 82.8%-24.9pp |
| Annual return | 13.52% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,295 | $3,664-64.7% | $2,958-56.2% | $5,439-76.2% |
| Admin fee / account holder | $8,466 | $7,155+18.3% | $5,134+64.9% | $10,885-22.2% |