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 | $155,377 | $63,703+143.9% | $93,063+67.0% | $82,448+88.5% |
| Participation rate | 67.6% | 63.8%+3.8pp | 72.1%-4.5pp | 68.1%-0.4pp |
| Annual return | 19.20% | -775.43%+794.6pp | 34.15%-15.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $206 | $1,729-88.1% | $2,476-91.7% | $2,551-91.9% |
| Participant deferral / active EE | $2,564 | $2,919-12.2% | $3,958-35.2% | $4,139-38.0% |
| Admin fee / account holder | $1,804 | $5,982-69.9% | $6,033-70.1% | $7,234-75.1% |