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 | $101,594 | $57,281+77.4% | $86,612+17.3% | $75,163+35.2% |
| Participation rate | 63.7% | 63.2%+0.6pp | 71.7%-7.9pp | 67.2%-3.4pp |
| Annual return | 13.86% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,013 | $3,318+51.1% | $4,438+13.0% | $4,125+21.5% |
| Admin fee / account holder | $7,909 | $4,112+92.4% | $5,614+40.9% | $5,651+40.0% |