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 | $67,081 | $29,319+128.8% | $52,425+28.0% | $82,448-18.6% |
| Participation rate | 30.3% | 46.9%-16.6pp | 55.6%-25.4pp | 68.1%-37.8pp |
| Annual return | 14.94% | 535.20%-520.3pp | 302.12%-287.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $63 | $586-89.2% | $914-93.1% | $2,551-97.5% |
| Participant deferral / active EE | $2,105 | $1,171+79.7% | $1,790+17.6% | $4,139-49.1% |
| Admin fee / account holder | $2,134 | $1,962+8.7% | $2,495-14.5% | $7,234-70.5% |