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 | $82,355 | $64,839+27.0% | $95,585-13.8% | $84,808-2.9% |
| Participation rate | 18.6% | 63.8%-45.2pp | 72.1%-53.5pp | 68.3%-49.7pp |
| Annual return | 15.42% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $323 | $1,759-81.6% | $2,527-87.2% | $2,631-87.7% |
| Participant deferral / active EE | $1,496 | $2,965-49.5% | $4,023-62.8% | $4,212-64.5% |
| Admin fee / account holder | $1,750 | $5,964-70.7% | $6,127-71.4% | $7,344-76.2% |