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 | $107,592 | $105,181+2.3% | $159,436-32.5% | $85,850+25.3% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.8%-16.7pp | 69.3%-3.2pp |
| Annual return | 41.04% | 45.07%-4.0pp | 263.57%-222.5pp | 318.53%-277.5pp |
| Employer contribution / active EE | $605 | $3,318-81.8% | $4,829-87.5% | $2,565-76.4% |
| Participant deferral / active EE | $6,554 | $5,945+10.2% | $7,352-10.9% | $3,952+65.8% |
| Admin fee / account holder | $427 | $6,933-93.8% | $10,799-96.0% | $6,260-93.2% |