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 | $198,225 | $202,318-2.0% | $172,739+14.8% | $152,861+29.7% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.4%-62.4pp |
| Annual return | 27.46% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $960 | $5,856-83.6% | $5,143-81.3% | $4,762-79.8% |
| Participant deferral / active EE | $3,654 | $5,948-38.6% | $5,198-29.7% | $5,850-37.5% |
| Admin fee / account holder | $808 | $17,109-95.3% | $13,954-94.2% | $11,596-93.0% |