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 | $80,199 | $65,561+22.3% | $86,188-6.9% | $75,163+6.7% |
| Participation rate | 56.9% | 60.5%-3.5pp | 69.0%-12.0pp | 67.2%-10.2pp |
| Annual return | 19.04% | 46.05%-27.0pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $273 | $1,553-82.4% | $2,380-88.5% | $2,670-89.8% |
| Participant deferral / active EE | $4,702 | $3,024+55.5% | $3,985+18.0% | $4,125+14.0% |
| Admin fee / account holder | $6,492 | $5,474+18.6% | $6,852-5.2% | $5,651+14.9% |