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 | $82,102 | $70,908+15.8% | $98,907-17.0% | $73,488+11.7% |
| Participation rate | 68.3% | 73.8%-5.5pp | 76.0%-7.8pp | 70.7%-2.4pp |
| Annual return | 14.11% | 34.17%-20.1pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $437 | $2,036-78.6% | $2,689-83.8% | $2,270-80.8% |
| Participant deferral / active EE | $2,943 | $3,500-15.9% | $4,244-30.7% | $3,740-21.3% |
| Admin fee / account holder | $5,580 | $535+943.1% | $6,642-16.0% | $513+987.6% |