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 | $197,637 | $201,272-1.8% | $184,203+7.3% | $145,922+35.4% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 18.53% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,236 | $9,806+24.8% | $9,131+34.0% | $6,688+83.0% |
| Admin fee / account holder | $8,494 | $16,364-48.1% | $13,901-38.9% | $13,397-36.6% |