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 | $79,170 | $77,145+2.6% | $108,410-27.0% | $85,850-7.8% |
| Participation rate | 60.6% | 74.7%-14.1pp | 80.1%-19.5pp | 69.3%-8.7pp |
| Annual return | 17.43% | 44.54%-27.1pp | 905.27%-887.8pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,681 | $5,566-15.9% | $6,563-28.7% | $3,952+18.5% |
| Admin fee / account holder | $3,678 | $5,172-28.9% | $7,295-49.6% | $6,260-41.2% |