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 | $217,113 | $175,202+23.9% | $149,673+45.1% | $139,434+55.7% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 14.03% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $551 | $5,474-89.9% | $4,818-88.6% | $4,751-88.4% |
| Participant deferral / active EE | $5,700 | $6,519-12.6% | $5,680+0.4% | $6,710-15.1% |
| Admin fee / account holder | $3,178 | $16,150-80.3% | $13,210-75.9% | $11,403-72.1% |