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 | $71,876 | $59,417+21.0% | $93,606-23.2% | $74,495-3.5% |
| Participation rate | 36.4% | 59.7%-23.3pp | 68.7%-32.4pp | 67.2%-30.8pp |
| Annual return | 13.04% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $225 | $1,264-82.2% | $2,420-90.7% | $2,623-91.4% |
| Participant deferral / active EE | $2,976 | $3,050-2.4% | $4,411-32.5% | $4,346-31.5% |
| Admin fee / account holder | $16,998 | $3,021+462.6% | $8,285+105.2% | $1,942+775.4% |