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 | $168,554 | $209,411-19.5% | $178,490-5.6% | $158,922+6.1% |
| Participation rate | 26.1% | 86.3%-60.3pp | 81.9%-55.8pp | 82.0%-55.9pp |
| Annual return | 8.61% | 188.75%-180.1pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $551 | $5,706-90.4% | $5,011-89.0% | $4,761-88.4% |
| Participant deferral / active EE | $2,606 | $5,954-56.2% | $5,202-49.9% | $5,982-56.4% |
| Admin fee / account holder | $14,902 | $17,074-12.7% | $13,984+6.6% | $11,246+32.5% |