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 | $114,090 | $57,281+99.2% | $86,612+31.7% | $75,163+51.8% |
| Participation rate | 61.0% | 63.2%-2.2pp | 71.7%-10.7pp | 67.2%-6.2pp |
| Annual return | 16.68% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,969 | $3,318+19.6% | $4,438-10.6% | $4,125-3.8% |
| Admin fee / account holder | $1,546 | $4,112-62.4% | $5,614-72.5% | $5,651-72.7% |