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 | $146,240 | $154,117-5.1% | $129,995+12.5% | $139,434+4.9% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.5%-31.8pp | 80.3%-33.7pp |
| Annual return | 15.99% | 32.48%-16.5pp | -137.18%+153.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,007 | $5,289-81.0% | $4,320-76.7% | $4,751-78.8% |
| Participant deferral / active EE | $3,647 | $6,710-45.6% | $5,820-37.3% | $6,710-45.6% |
| Admin fee / account holder | $515 | $14,007-96.3% | $10,614-95.1% | $11,403-95.5% |