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 | $111,829 | $60,124+86.0% | $90,404+23.7% | $79,858+40.0% |
| Participation rate | 6.0% | 65.0%-59.0pp | 72.7%-66.7pp | 69.6%-63.6pp |
| Annual return | 20.00% | 71.94%-51.9pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $62 | $2,068-97.0% | $3,262-98.1% | $2,471-97.5% |
| Participant deferral / active EE | $802 | $2,938-72.7% | $3,963-79.8% | $3,740-78.6% |
| Admin fee / account holder | $686 | $3,976-82.7% | $5,611-87.8% | $5,306-87.1% |