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 | $86,684 | $45,152+92.0% | $73,843+17.4% | $59,632+45.4% |
| Participation rate | 65.9% | 64.0%+1.9pp | 73.4%-7.6pp | 68.7%-2.8pp |
| Annual return | 9.15% | 27.40%-18.3pp | 2267.84%-2258.7pp | 2041.28%-2032.1pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,220 | $2,574+63.9% | $3,583+17.8% | $3,192+32.2% |
| Admin fee / account holder | $329 | $3,516-90.6% | $4,880-93.3% | $4,297-92.3% |