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 | $208,240 | $202,318+2.9% | $172,739+20.6% | $152,861+36.2% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 23.50% | 1029.65%-1006.2pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $833 | $5,856-85.8% | $5,143-83.8% | $4,762-82.5% |
| Participant deferral / active EE | $2,403 | $5,948-59.6% | $5,198-53.8% | $5,850-58.9% |
| Admin fee / account holder | $1,025 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |