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 3-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 | $215,280 | $159,602+34.9% | $150,045+43.5% | $142,382+51.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 20.00% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $750 | $4,961-84.9% | $4,693-84.0% | $4,299-82.6% |
| Participant deferral / active EE | $4,808 | $8,310-42.1% | $7,997-39.9% | $6,507-26.1% |
| Admin fee / account holder | $2,289 | $14,846-84.6% | $13,435-83.0% | $12,624-81.9% |