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 | $110,102 | $58,512+88.2% | $84,015+31.0% | $72,985+50.9% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 21.05% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,167 | $2,394+74.1% | $3,239+28.7% | $3,607+15.5% |
| Admin fee / account holder | $19,935 | $4,569+336.3% | $6,101+226.8% | $5,124+289.0% |