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 | $59,682 | $48,471+23.1% | $182,532-67.3% | $67,579-11.7% |
| Participation rate | 15.9% | 67.2%-51.3pp | 78.0%-62.1pp | 71.3%-55.4pp |
| Annual return | 26.56% | 31.08%-4.5pp | 148.54%-122.0pp | 378.56%-352.0pp |
| Employer contribution / active EE | $199 | $1,461-86.4% | $4,076-95.1% | $2,148-90.7% |
| Participant deferral / active EE | $1,993 | $3,324-40.1% | $5,524-63.9% | $3,539-43.7% |
| Admin fee / account holder | $11,883 | $151+7759.9% | $8,592+38.3% | $142+8251.7% |