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 | $188,162 | $80,753+133.0% | $136,294+38.1% | $62,292+202.1% |
| Participation rate | 68.9% | 73.5%-4.6pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 17.34% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,917 | $5,164+53.3% | $6,247+26.7% | $3,169+149.8% |
| Admin fee / account holder | $6,648 | $525+1165.3% | $9,243-28.1% | $479+1286.9% |