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 | $191,480 | $178,174+7.5% | $156,181+22.6% | $137,256+39.5% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 10.24% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $883 | $4,972-82.2% | $4,294-79.4% | $4,156-78.8% |
| Participant deferral / active EE | $3,946 | $6,888-42.7% | $6,132-35.7% | $6,407-38.4% |
| Admin fee / account holder | $17,919 | $17,404+3.0% | $14,586+22.9% | $12,270+46.0% |