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 | $194,715 | $157,256+23.8% | $141,162+37.9% | $152,861+27.4% |
| Participation rate | 19.0% | 84.8%-65.8pp | 82.5%-63.4pp | 82.4%-63.4pp |
| Annual return | 21.55% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $715 | $5,261-86.4% | $4,735-84.9% | $4,762-85.0% |
| Participant deferral / active EE | $2,540 | $7,109-64.3% | $6,709-62.1% | $5,850-56.6% |
| Admin fee / account holder | $995 | $12,120-91.8% | $10,261-90.3% | $11,596-91.4% |