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 | $175,737 | $157,256+11.8% | $141,162+24.5% | $152,861+15.0% |
| Participation rate | 52.2% | 84.8%-32.6pp | 82.5%-30.3pp | 82.4%-30.3pp |
| Annual return | 24.02% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $70 | $5,261-98.7% | $4,735-98.5% | $4,762-98.5% |
| Participant deferral / active EE | $5,410 | $7,109-23.9% | $6,709-19.4% | $5,850-7.5% |
| Admin fee / account holder | $26,515 | $12,120+118.8% | $10,261+158.4% | $11,596+128.7% |