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 | $24,649 | $49,173-49.9% | $121,098-79.6% | $75,163-67.2% |
| Participation rate | 61.8% | 55.4%+6.4pp | 69.5%-7.7pp | 67.2%-5.4pp |
| Annual return | 14.48% | 55.99%-41.5pp | 985.75%-971.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,951 | $2,628+50.4% | $4,080-3.2% | $4,125-4.2% |
| Admin fee / account holder | $448 | $3,942-88.6% | $5,644-92.1% | $5,651-92.1% |