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 | $39,721 | $99,652-60.1% | $78,778-49.6% | $147,584-73.1% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 42.41% | 47.28%-4.9pp | 35.62%+6.8pp | 578.55%-536.1pp |
| Employer contribution / active EE | $45 | $2,796-98.4% | $1,986-97.7% | $4,876-99.1% |
| Participant deferral / active EE | $824 | $3,664-77.5% | $2,958-72.2% | $5,439-84.9% |
| Admin fee / account holder | $9,736 | $7,155+36.1% | $5,134+89.7% | $10,885-10.6% |