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 | $158,999 | $76,407+108.1% | $150,298+5.8% | $82,448+92.8% |
| Participation rate | 68.9% | 66.4%+2.5pp | 77.8%-8.9pp | 68.1%+0.8pp |
| Annual return | 14.71% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $236 | $2,614-91.0% | $4,154-94.3% | $2,551-90.7% |
| Participant deferral / active EE | $5,194 | $3,214+61.6% | $5,453-4.7% | $4,139+25.5% |
| Admin fee / account holder | $29,134 | $6,352+358.7% | $14,116+106.4% | $7,234+302.7% |