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 | $233,418 | $105,181+121.9% | $159,436+46.4% | $85,850+171.9% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.8%-17.5pp | 69.3%-4.0pp |
| Annual return | 13.20% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $365 | $3,318-89.0% | $4,829-92.5% | $2,565-85.8% |
| Participant deferral / active EE | $9,906 | $5,945+66.6% | $7,352+34.7% | $3,952+150.7% |
| Admin fee / account holder | $6,225 | $6,933-10.2% | $10,799-42.4% | $6,260-0.6% |