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 | $117,216 | $171,865-31.8% | $149,718-21.7% | $147,584-20.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 12.95% | 2113.22%-2100.3pp | 1501.63%-1488.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,041 | $6,275-83.4% | $5,445-80.9% | $4,876-78.6% |
| Participant deferral / active EE | $6,479 | $7,271-10.9% | $6,569-1.4% | $5,439+19.1% |
| Admin fee / account holder | $3,922 | $13,799-71.6% | $11,283-65.2% | $10,885-64.0% |