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 | $87,090 | $105,181-17.2% | $159,436-45.4% | $85,850+1.4% |
| Participation rate | 69.4% | 75.8%-6.3pp | 82.8%-13.4pp | 69.3%+0.1pp |
| Annual return | 13.95% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $611 | $3,318-81.6% | $4,829-87.4% | $2,565-76.2% |
| Participant deferral / active EE | $3,529 | $5,945-40.6% | $7,352-52.0% | $3,952-10.7% |
| Admin fee / account holder | $8,122 | $6,933+17.1% | $10,799-24.8% | $6,260+29.7% |