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 | $162,571 | $118,680+37.0% | $98,907+64.4% | $158,922+2.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 15.40% | 372.35%-357.0pp | 196.43%-181.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $247 | $3,333-92.6% | $2,689-90.8% | $4,761-94.8% |
| Participant deferral / active EE | $2,060 | $5,088-59.5% | $4,244-51.5% | $5,982-65.6% |
| Admin fee / account holder | $1,312 | $10,131-87.0% | $6,642-80.2% | $11,246-88.3% |