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 | $113,073 | $51,638+119.0% | $68,368+65.4% | $82,448+37.1% |
| Participation rate | 45.0% | 63.6%-18.6pp | 73.8%-28.8pp | 68.1%-23.1pp |
| Annual return | 14.15% | 37.53%-23.4pp | 292.57%-278.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $78 | $2,047-96.2% | $2,649-97.1% | $2,551-96.9% |
| Participant deferral / active EE | $2,611 | $2,914-10.4% | $4,123-36.7% | $4,139-36.9% |
| Admin fee / account holder | $566 | $4,643-87.8% | $5,150-89.0% | $7,234-92.2% |