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 | $183,450 | $102,604+78.8% | $86,188+112.9% | $139,434+31.6% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.0%+0.6pp | 80.3%-10.8pp |
| Annual return | 11.06% | 1922.51%-1911.4pp | 1168.45%-1157.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $107 | $3,032-96.5% | $2,380-95.5% | $4,751-97.8% |
| Participant deferral / active EE | $2,008 | $4,676-57.1% | $3,985-49.6% | $6,710-70.1% |
| Admin fee / account holder | $36,992 | $8,657+327.3% | $6,852+439.9% | $11,403+224.4% |