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 | $242,733 | $157,256+54.4% | $141,162+72.0% | $152,861+58.8% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.4%-17.4pp |
| Annual return | 18.78% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $300 | $5,261-94.3% | $4,735-93.7% | $4,762-93.7% |
| Participant deferral / active EE | $8,997 | $7,109+26.6% | $6,709+34.1% | $5,850+53.8% |
| Admin fee / account holder | $4,758 | $12,120-60.7% | $10,261-53.6% | $11,596-59.0% |