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 | $138,826 | $157,256-11.7% | $141,162-1.7% | $152,861-9.2% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.4%-47.4pp |
| Annual return | 23.41% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $904 | $5,261-82.8% | $4,735-80.9% | $4,762-81.0% |
| Participant deferral / active EE | $2,424 | $7,109-65.9% | $6,709-63.9% | $5,850-58.6% |
| Admin fee / account holder | $9,722 | $12,120-19.8% | $10,261-5.3% | $11,596-16.2% |