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 | $219,349 | $98,750+122.1% | $149,696+46.5% | $79,858+174.7% |
| Participation rate | 61.7% | 75.8%-14.0pp | 82.5%-20.7pp | 69.6%-7.9pp |
| Annual return | 14.89% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $174 | $3,216-94.6% | $4,644-96.3% | $2,471-93.0% |
| Participant deferral / active EE | $5,886 | $5,680+3.6% | $6,842-14.0% | $3,740+57.4% |
| Admin fee / account holder | $6,760 | $6,053+11.7% | $9,309-27.4% | $5,306+27.4% |