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 | $155,710 | $165,984-6.2% | $164,813-5.5% | $145,922+6.7% |
| Participation rate | 39.1% | 82.0%-42.9pp | 78.6%-39.5pp | 80.3%-41.1pp |
| Annual return | 12.39% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $646 | $5,273-87.7% | $4,341-85.1% | $4,660-86.1% |
| Participant deferral / active EE | $2,503 | $6,959-64.0% | $6,031-58.5% | $6,688-62.6% |
| Admin fee / account holder | $15,558 | $16,648-6.5% | $12,690+22.6% | $13,397+16.1% |