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 | $117,173 | $61,605+90.2% | $112,229+4.4% | $75,163+55.9% |
| Participation rate | 58.8% | 61.7%-2.9pp | 72.4%-13.6pp | 67.2%-8.4pp |
| Annual return | 17.91% | 28.47%-10.6pp | 30.20%-12.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,613 | $3,108-15.9% | $4,798-45.5% | $4,125-36.7% |
| Admin fee / account holder | $2,490 | $4,862-48.8% | $7,748-67.9% | $5,651-55.9% |