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 | $116,782 | $92,222+26.6% | $76,768+52.1% | $135,375-13.7% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | -4.43% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $410 | $3,216-87.3% | $2,485-83.5% | $4,779-91.4% |
| Participant deferral / active EE | $2,652 | $4,509-41.2% | $3,852-31.1% | $5,609-52.7% |
| Admin fee / account holder | $8,462 | $10,748-21.3% | $6,675+26.8% | $10,827-21.8% |