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 | $241,546 | $178,174+35.6% | $156,181+54.7% | $137,256+76.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 13.09% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $286 | $4,972-94.2% | $4,294-93.3% | $4,156-93.1% |
| Participant deferral / active EE | $2,557 | $6,888-62.9% | $6,132-58.3% | $6,407-60.1% |
| Admin fee / account holder | $44,553 | $17,404+156.0% | $14,586+205.4% | $12,270+263.1% |