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 | $228,536 | $165,335+38.2% | $149,696+52.7% | $158,922+43.8% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 13.79% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $387 | $5,103-92.4% | $4,644-91.7% | $4,761-91.9% |
| Participant deferral / active EE | $9,351 | $7,181+30.2% | $6,842+36.7% | $5,982+56.3% |
| Admin fee / account holder | $348 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |