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 | $144,167 | $99,957+44.2% | $149,696-3.7% | $73,488+96.2% |
| Participation rate | 31.8% | 75.7%-43.9pp | 82.5%-50.7pp | 70.7%-38.9pp |
| Annual return | 23.47% | 53.87%-30.4pp | 276.60%-253.1pp | 28.51%-5.0pp |
| Employer contribution / active EE | $72 | $3,191-97.8% | $4,644-98.5% | $2,270-96.8% |
| Participant deferral / active EE | $5,943 | $6,073-2.1% | $6,842-13.1% | $3,740+58.9% |
| Admin fee / account holder | $21,761 | $551+3851.5% | $9,309+133.8% | $513+4141.4% |