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 5-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 | $136,596 | $127,065+7.5% | $113,168+20.7% | $142,382-4.1% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | 130.67% | 24.03%+106.6pp | 24.27%+106.4pp | 217.08%-86.4pp |
| Employer contribution / active EE | $758 | $3,442-78.0% | $2,975-74.5% | $4,299-82.4% |
| Participant deferral / active EE | $5,320 | $5,716-6.9% | $5,107+4.2% | $6,507-18.2% |
| Admin fee / account holder | $2,552 | $15,736-83.8% | $12,068-78.9% | $12,624-79.8% |