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 | $133,339 | $165,984-19.7% | $164,813-19.1% | $145,922-8.6% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 11.66% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.6pp |
| Employer contribution / active EE | $612 | $5,273-88.4% | $4,341-85.9% | $4,660-86.9% |
| Participant deferral / active EE | $3,263 | $6,959-53.1% | $6,031-45.9% | $6,688-51.2% |
| Admin fee / account holder | $13,807 | $16,648-17.1% | $12,690+8.8% | $13,397+3.1% |