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 | $109,454 | $105,126+4.1% | $94,646+15.6% | $139,434-21.5% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 26.73% | 38.03%-11.3pp | 156.71%-130.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,990 | $7,599+18.3% | $7,418+21.2% | $6,710+34.0% |
| Admin fee / account holder | $7,696 | $8,984-14.3% | $7,231+6.4% | $11,403-32.5% |