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 | $109,220 | $58,828+85.7% | $77,999+40.0% | $62,891+73.7% |
| Participation rate | 58.8% | 71.1%-12.2pp | 75.5%-16.7pp | 69.3%-10.5pp |
| Annual return | 9.28% | 17.16%-7.9pp | 425.96%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,460 | $2,686+66.1% | $3,497+27.5% | $3,203+39.2% |
| Admin fee / account holder | $727 | $4,393-83.4% | $5,480-86.7% | $4,296-83.1% |