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 | $142,480 | $77,899+82.9% | $149,673-4.8% | $75,163+89.6% |
| Participation rate | 66.1% | 65.6%+0.6pp | 78.8%-12.6pp | 67.2%-1.1pp |
| Annual return | 14.82% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,084 | $3,411+78.4% | $5,680+7.1% | $4,125+47.5% |
| Admin fee / account holder | $25,004 | $5,956+319.8% | $13,210+89.3% | $5,651+342.5% |