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 | $105,693 | $110,261-4.1% | $95,745+10.4% | $139,434-24.2% |
| Participation rate | 28.6% | 75.8%-47.2pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 17.66% | 27.11%-9.4pp | 28.35%-10.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $180 | $3,257-94.5% | $2,835-93.7% | $4,751-96.2% |
| Participant deferral / active EE | $879 | $4,676-81.2% | $4,245-79.3% | $6,710-86.9% |
| Admin fee / account holder | $12,992 | $6,613+96.4% | $5,678+128.8% | $11,403+13.9% |