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 | $77,958 | $100,852-22.7% | $90,404-13.8% | $158,922-50.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 7.00% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $124 | $3,689-96.7% | $3,262-96.2% | $4,761-97.4% |
| Participant deferral / active EE | $1,425 | $4,348-67.2% | $3,963-64.1% | $5,982-76.2% |
| Admin fee / account holder | $54,190 | $6,501+733.6% | $5,611+865.8% | $11,246+381.9% |