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 | $141,232 | $159,901-11.7% | $146,958-3.9% | $145,922-3.2% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 23.85% | 98.13%-74.3pp | 418.34%-394.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $652 | $5,286-87.7% | $4,933-86.8% | $4,660-86.0% |
| Participant deferral / active EE | $7,710 | $8,428-8.5% | $8,070-4.5% | $6,688+15.3% |
| Admin fee / account holder | $13,393 | $15,044-11.0% | $12,998+3.0% | $13,3970% |