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 8-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 | $197,680 | $159,602+23.9% | $150,045+31.7% | $142,382+38.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.92% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $800 | $4,961-83.9% | $4,693-83.0% | $4,299-81.4% |
| Participant deferral / active EE | $10,757 | $8,310+29.4% | $7,997+34.5% | $6,507+65.3% |
| Admin fee / account holder | $19,777 | $14,846+33.2% | $13,435+47.2% | $12,624+56.7% |