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 | $83,193 | $81,625+1.9% | $167,512-50.3% | $74,304+12.0% |
| Participation rate | 61.5% | 60.0%+1.5pp | 77.1%-15.5pp | 60.3%+1.2pp |
| Annual return | 15.02% | 26.09%-11.1pp | 1615.79%-1600.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,940 | $4,115-4.3% | $6,405-38.5% | $3,767+4.6% |
| Admin fee / account holder | $6,271 | $3,474+80.5% | $9,769-35.8% | $2,969+111.2% |