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 | $81,712 | $41,078+98.9% | $80,569+1.4% | $71,457+14.4% |
| Participation rate | 55.0% | 50.2%+4.8pp | 67.0%-12.0pp | 67.9%-12.9pp |
| Annual return | 287.04% | 38.45%+248.6pp | 935.43%-648.4pp | 28.85%+258.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,169 | $2,699+54.5% | $4,447-6.3% | $4,289-2.8% |
| Admin fee / account holder | $942 | $1,840-48.8% | $5,377-82.5% | $1,587-40.6% |