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 | $106,182 | $96,305+10.3% | $80,569+31.8% | $139,434-23.8% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 17.39% | 1350.08%-1332.7pp | 935.43%-918.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $32 | $3,262-99.0% | $2,723-98.8% | $4,751-99.3% |
| Participant deferral / active EE | $6,260 | $5,232+19.7% | $4,447+40.8% | $6,710-6.7% |
| Admin fee / account holder | $1,848 | $6,599-72.0% | $5,377-65.6% | $11,403-83.8% |