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 | $244,930 | $217,402+12.7% | $185,823+31.8% | $167,490+46.2% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.2pp | 82.1%-36.7pp |
| Annual return | 17.84% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $384 | $5,873-93.5% | $5,167-92.6% | $4,837-92.1% |
| Participant deferral / active EE | $5,492 | $6,356-13.6% | $5,568-1.4% | $6,341-13.4% |
| Admin fee / account holder | $6,342 | $19,811-68.0% | $16,237-60.9% | $12,309-48.5% |