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 | $230,322 | $202,318+13.8% | $172,739+33.3% | $152,861+50.7% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 20.22% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,744 | $5,948-53.9% | $5,198-47.2% | $5,850-53.1% |
| Admin fee / account holder | $1,209 | $17,109-92.9% | $13,954-91.3% | $11,596-89.6% |