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 | $65,662 | $51,045+28.6% | $70,515-6.9% | $71,457-8.1% |
| Participation rate | 18.9% | 59.4%-40.5pp | 68.3%-49.4pp | 67.9%-49.0pp |
| Annual return | 120.06% | 42.63%+77.4pp | 32.77%+87.3pp | 28.85%+91.2pp |
| Employer contribution / active EE | $105 | $1,790-94.1% | $2,973-96.5% | $2,588-96.0% |
| Participant deferral / active EE | $1,332 | $3,026-56.0% | $4,567-70.8% | $4,289-68.9% |
| Admin fee / account holder | $65,933 | $1,994+3207.3% | $6,412+928.3% | $1,587+4053.7% |