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 6-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 | $155,748 | $150,440+3.5% | $136,294+14.3% | $147,584+5.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.71% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $133 | $5,256-97.5% | $4,695-97.2% | $4,876-97.3% |
| Participant deferral / active EE | $10,750 | $6,630+62.1% | $6,247+72.1% | $5,439+97.7% |
| Admin fee / account holder | $33,667 | $10,905+208.7% | $9,243+264.2% | $10,885+209.3% |