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 8-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 | $51,149 | $197,591-74.1% | $177,821-71.2% | $158,922-67.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 267.62% | 58.76%+208.9pp | 48.32%+219.3pp | 302.83%-35.2pp |
| Employer contribution / active EE | $880 | $6,697-86.9% | $5,918-85.1% | $4,761-81.5% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,982+58.8% |
| Admin fee / account holder | $776 | $15,399-95.0% | $12,427-93.8% | $11,246-93.1% |