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 | $97,397 | $101,317-3.9% | $146,958-33.7% | $74,495+30.7% |
| Participation rate | 53.2% | 75.5%-22.3pp | 82.2%-28.9pp | 67.2%-14.0pp |
| Annual return | 31.80% | 8730.91%-8699.1pp | 418.34%-386.5pp | 1364.94%-1333.1pp |
| Employer contribution / active EE | $865 | $3,810-77.3% | $4,933-82.5% | $2,623-67.0% |
| Participant deferral / active EE | $6,077 | $7,303-16.8% | $8,070-24.7% | $4,346+39.8% |
| Admin fee / account holder | $5,831 | $1,739+235.3% | $12,998-55.1% | $1,942+200.3% |