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 9-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 | $160,813 | $166,020-3.1% | $164,866-2.5% | $145,959+10.2% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 12.33% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $474 | $5,275-91.0% | $4,343-89.1% | $4,661-89.8% |
| Participant deferral / active EE | $3,161 | $6,961-54.6% | $6,033-47.6% | $6,689-52.7% |
| Admin fee / account holder | $1,366 | $16,644-91.8% | $12,689-89.2% | $13,398-89.8% |