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 | $111,391 | $117,841-5.5% | $102,423+8.8% | $145,922-23.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 16.50% | 31.65%-15.2pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $254 | $3,615-93.0% | $3,023-91.6% | $4,660-94.6% |
| Participant deferral / active EE | $2,141 | $5,731-62.6% | $5,053-57.6% | $6,688-68.0% |
| Admin fee / account holder | $14,107 | $13,326+5.9% | $9,451+49.3% | $13,397+5.3% |