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 5-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 | $203,581 | $175,202+16.2% | $149,673+36.0% | $139,434+46.0% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 30.13% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $866 | $5,474-84.2% | $4,818-82.0% | $4,751-81.8% |
| Participant deferral / active EE | $6,240 | $6,519-4.3% | $5,680+9.9% | $6,710-7.0% |
| Admin fee / account holder | $3,915 | $16,150-75.8% | $13,210-70.4% | $11,403-65.7% |