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 8-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 | $164,540 | $171,865-4.3% | $149,718+9.9% | $147,584+11.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 15.40% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,292 | $6,275-79.4% | $5,445-76.3% | $4,876-73.5% |
| Participant deferral / active EE | $4,985 | $7,271-31.4% | $6,569-24.1% | $5,439-8.4% |
| Admin fee / account holder | $8,559 | $13,799-38.0% | $11,283-24.1% | $10,885-21.4% |