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 | $91,415 | $88,710+3.0% | $81,783+11.8% | $145,959-37.4% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 11.41% | 1027.26%-1015.8pp | 775.05%-763.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $301 | $3,083-90.2% | $2,913-89.7% | $4,661-93.5% |
| Participant deferral / active EE | $2,066 | $4,645-55.5% | $4,320-52.2% | $6,689-69.1% |
| Admin fee / account holder | $58,362 | $8,407+594.2% | $7,380+690.8% | $13,398+335.6% |