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 | $68,179 | $65,561+4.0% | $86,188-20.9% | $75,163-9.3% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.0%-0.5pp | 67.2%+1.2pp |
| Annual return | 15.92% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,346 | $3,024-55.5% | $3,985-66.2% | $4,125-67.4% |
| Admin fee / account holder | $4,069 | $5,474-25.7% | $6,852-40.6% | $5,651-28.0% |