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 9-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 | $225,774 | $159,934+41.2% | $147,005+53.6% | $145,959+54.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.66% | 98.24%-75.6pp | 418.76%-396.1pp | 561.95%-539.3pp |
| Employer contribution / active EE | $810 | $5,287-84.7% | $4,934-83.6% | $4,661-82.6% |
| Participant deferral / active EE | $6,625 | $8,427-21.4% | $8,070-17.9% | $6,689-0.9% |
| Admin fee / account holder | $1,024 | $15,053-93.2% | $13,006-92.1% | $13,398-92.4% |