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 | $213,316 | $198,466+7.5% | $170,442+25.2% | $147,584+44.5% |
| Participation rate | 47.4% | 88.0%-40.6pp | 83.6%-36.2pp | 82.8%-35.5pp |
| Annual return | 10.50% | 257.29%-246.8pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $944 | $6,184-84.7% | $5,433-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $2,266 | $5,629-59.8% | $4,939-54.1% | $5,439-58.3% |
| Admin fee / account holder | $21,552 | $16,852+27.9% | $13,880+55.3% | $10,885+98.0% |