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 | $174,268 | $102,382+70.2% | $147,005+18.5% | $80,874+115.5% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.2%-17.5pp | 67.6%-3.0pp |
| Annual return | 14.61% | 134.89%-120.3pp | 418.76%-404.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $514 | $3,715-86.2% | $4,934-89.6% | $2,756-81.4% |
| Participant deferral / active EE | $5,620 | $6,646-15.4% | $8,070-30.4% | $4,297+30.8% |
| Admin fee / account holder | $43,356 | $7,942+445.9% | $13,006+233.4% | $6,935+525.2% |