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 | $53,744 | $100,041-46.3% | $149,718-64.1% | $70,131-23.4% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.1%-21.4pp | 69.5%-3.9pp |
| Annual return | 15.83% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $841 | $3,662-77.0% | $5,445-84.5% | $2,342-64.1% |
| Participant deferral / active EE | $6,786 | $4,983+36.2% | $6,569+3.3% | $3,332+103.7% |
| Admin fee / account holder | $16,811 | $8,286+102.9% | $11,283+49.0% | $4,645+261.9% |