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 | $137,014 | $80,812+69.5% | $160,784-14.8% | $82,448+66.2% |
| Participation rate | 65.7% | 66.2%-0.6pp | 77.0%-11.3pp | 68.1%-2.4pp |
| Annual return | 13.46% | 100.59%-87.1pp | 1803.92%-1790.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $285 | $2,174-86.9% | $3,733-92.4% | $2,551-88.8% |
| Participant deferral / active EE | $5,461 | $4,335+26.0% | $6,293-13.2% | $4,139+31.9% |
| Admin fee / account holder | $3,516 | $7,695-54.3% | $9,717-63.8% | $7,234-51.4% |