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 | $46,818 | $217,402-78.5% | $185,823-74.8% | $167,490-72.0% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.91% | 148.36%-133.5pp | 122.05%-107.1pp | 478.56%-463.7pp |
| Employer contribution / active EE | $824 | $5,873-86.0% | $5,167-84.1% | $4,837-83.0% |
| Participant deferral / active EE | $6,605 | $6,356+3.9% | $5,568+18.6% | $6,341+4.2% |
| Admin fee / account holder | $1,494 | $19,811-92.5% | $16,237-90.8% | $12,309-87.9% |