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 | $85,311 | $97,757-12.7% | $83,848+1.7% | $135,375-37.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 9.49% | 1287.37%-1277.9pp | 850.88%-841.4pp | 519.73%-510.2pp |
| Employer contribution / active EE | $685 | $4,222-83.8% | $3,631-81.1% | $4,779-85.7% |
| Participant deferral / active EE | $2,739 | $4,682-41.5% | $4,082-32.9% | $5,609-51.2% |
| Admin fee / account holder | $1,873 | $6,674-71.9% | $5,478-65.8% | $10,827-82.7% |