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 | $106,527 | $65,561+62.5% | $86,188+23.6% | $75,163+41.7% |
| Participation rate | 61.8% | 60.5%+1.3pp | 69.0%-7.2pp | 67.2%-5.4pp |
| Annual return | 16.52% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $188 | $1,553-87.9% | $2,380-92.1% | $2,670-93.0% |
| Participant deferral / active EE | $4,469 | $3,024+47.8% | $3,985+12.1% | $4,125+8.3% |
| Admin fee / account holder | $2,840 | $5,474-48.1% | $6,852-58.5% | $5,651-49.7% |