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 | $127,268 | $97,757+30.2% | $83,848+51.8% | $135,375-6.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 10.44% | 1287.37%-1276.9pp | 850.88%-840.4pp | 519.73%-509.3pp |
| Employer contribution / active EE | $371 | $4,222-91.2% | $3,631-89.8% | $4,779-92.2% |
| Participant deferral / active EE | $1,514 | $4,682-67.7% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $39,483 | $6,674+491.6% | $5,478+620.7% | $10,827+264.7% |