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 | $138,962 | $65,561+112.0% | $86,188+61.2% | $75,163+84.9% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 17.83% | 46.05%-28.2pp | 1168.45%-1150.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $186 | $1,553-88.0% | $2,380-92.2% | $2,670-93.0% |
| Participant deferral / active EE | $4,357 | $3,024+44.1% | $3,985+9.3% | $4,125+5.6% |
| Admin fee / account holder | $9,607 | $5,474+75.5% | $6,852+40.2% | $5,651+70.0% |