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 | $209,876 | $202,318+3.7% | $172,739+21.5% | $152,861+37.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 20.46% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,002 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $4,132 | $5,948-30.5% | $5,198-20.5% | $5,850-29.4% |
| Admin fee / account holder | $765 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |