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 | $236,012 | $183,963+28.3% | $162,163+45.5% | $152,861+54.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 24.70% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $334 | $6,371-94.8% | $5,614-94.1% | $4,762-93.0% |
| Participant deferral / active EE | $10,060 | $8,034+25.2% | $7,298+37.8% | $5,850+72.0% |
| Admin fee / account holder | $2,182 | $13,121-83.4% | $10,843-79.9% | $11,596-81.2% |