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 | $179,081 | $201,272-11.0% | $184,203-2.8% | $145,922+22.7% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 10.99% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | -$18 | $7,022-100.3% | $6,427-100.3% | $4,660-100.4% |
| Participant deferral / active EE | $4,627 | $9,806-52.8% | $9,131-49.3% | $6,688-30.8% |
| Admin fee / account holder | $4,224 | $16,364-74.2% | $13,901-69.6% | $13,397-68.5% |