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 | $162,383 | $162,781-0.2% | $133,956+21.2% | $158,922+2.2% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 20.10% | 41.94%-21.8pp | 45.09%-25.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,112 | $5,911-30.4% | $5,048-18.5% | $5,982-31.3% |
| Admin fee / account holder | $7,422 | $11,736-36.8% | $8,927-16.9% | $11,246-34.0% |