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 | $26,352 | $159,901-83.5% | $146,958-82.1% | $145,922-81.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 13.37% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $833 | $5,286-84.2% | $4,933-83.1% | $4,660-82.1% |
| Participant deferral / active EE | $3,514 | $8,428-58.3% | $8,070-56.5% | $6,688-47.5% |
| Admin fee / account holder | $1,197 | $15,044-92.0% | $12,998-90.8% | $13,397-91.1% |