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 | $67,387 | $57,281+17.6% | $86,612-22.2% | $75,163-10.3% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.4pp |
| Annual return | 17.40% | 2670.75%-2653.3pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $194 | $2,314-91.6% | $3,022-93.6% | $2,670-92.8% |
| Participant deferral / active EE | $2,284 | $3,318-31.1% | $4,438-48.5% | $4,125-44.6% |
| Admin fee / account holder | $3,749 | $4,112-8.8% | $5,614-33.2% | $5,651-33.7% |