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 5-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 | $189,944 | $99,985+90.0% | $146,665+29.5% | $85,850+121.3% |
| Participation rate | 66.0% | 73.1%-7.1pp | 80.1%-14.1pp | 69.3%-3.3pp |
| Annual return | 17.82% | 18.93%-1.1pp | 22.74%-4.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $389 | $2,559-84.8% | $4,136-90.6% | $2,565-84.8% |
| Participant deferral / active EE | $3,061 | $4,006-23.6% | $5,506-44.4% | $3,952-22.5% |
| Admin fee / account holder | $3,147 | $7,702-59.1% | $10,280-69.4% | $6,260-49.7% |