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 | $241,642 | $209,832+15.2% | $189,513+27.5% | $167,490+44.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 16.50% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,320 | $6,914-80.9% | $6,162-78.6% | $4,837-72.7% |
| Participant deferral / active EE | $4,262 | $8,935-52.3% | $8,221-48.2% | $6,341-32.8% |
| Admin fee / account holder | $7,577 | $14,293-47.0% | $12,045-37.1% | $12,309-38.4% |