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 | $97,647 | $79,184+23.3% | $102,438-4.7% | $74,546+31.0% |
| Participation rate | 50.7% | 74.8%-24.1pp | 76.5%-25.8pp | 67.2%-16.6pp |
| Annual return | 16.97% | 54.95%-38.0pp | 29.37%-12.4pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $454 | $2,362-80.8% | $3,024-85.0% | $2,624-82.7% |
| Participant deferral / active EE | $2,491 | $4,414-43.6% | $5,054-50.7% | $4,347-42.7% |
| Admin fee / account holder | $5,967 | $2,001+198.2% | $9,448-36.8% | $1,944+207.0% |