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 | $183,292 | $185,200-1.0% | $142,863+28.3% | $167,490+9.4% |
| Participation rate | 63.6% | 78.4%-14.8pp | 71.9%-8.3pp | 82.1%-18.5pp |
| Annual return | 13.70% | 8555.70%-8542.0pp | 5637.54%-5623.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $7 | $5,604-99.9% | $4,144-99.8% | $4,837-99.9% |
| Participant deferral / active EE | $714 | $4,494-84.1% | $3,837-81.4% | $6,341-88.7% |
| Admin fee / account holder | $2,509 | $8,031-68.8% | $6,560-61.8% | $12,309-79.6% |