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 | $108,036 | $108,919-0.8% | $100,391+7.6% | $145,922-26.0% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.78% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $238 | $4,419-94.6% | $3,942-94.0% | $4,660-94.9% |
| Participant deferral / active EE | $4,373 | $8,445-48.2% | $8,082-45.9% | $6,688-34.6% |
| Admin fee / account holder | $3,637 | $9,689-62.5% | $7,899-54.0% | $13,397-72.9% |