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 | $138,740 | $157,256-11.8% | $141,162-1.7% | $152,861-9.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 19.71% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $821 | $5,261-84.4% | $4,735-82.7% | $4,762-82.8% |
| Participant deferral / active EE | $7,426 | $7,109+4.5% | $6,709+10.7% | $5,850+26.9% |
| Admin fee / account holder | $5,906 | $12,120-51.3% | $10,261-42.4% | $11,596-49.1% |