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 | $94,100 | $79,171+18.9% | $102,423-8.1% | $74,495+26.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 16.64% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $595 | $2,362-74.8% | $3,023-80.3% | $2,623-77.3% |
| Participant deferral / active EE | $5,238 | $4,415+18.6% | $5,053+3.7% | $4,346+20.5% |
| Admin fee / account holder | $4,408 | $2,001+120.3% | $9,451-53.4% | $1,942+127.0% |