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 | $108,139 | $70,428+53.5% | $96,562+12.0% | $85,850+26.0% |
| Participation rate | 69.1% | 61.8%+7.3pp | 69.8%-0.7pp | 69.3%-0.2pp |
| Annual return | 13.73% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $198 | $1,413-86.0% | $2,356-91.6% | $2,565-92.3% |
| Participant deferral / active EE | $4,899 | $2,894+69.3% | $3,849+27.3% | $3,952+24.0% |
| Admin fee / account holder | $4,282 | $4,997-14.3% | $6,181-30.7% | $6,260-31.6% |