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 | $98,258 | $176,056-44.2% | $159,436-38.4% | $167,490-41.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 26.11% | 331.75%-305.6pp | 263.57%-237.5pp | 478.56%-452.5pp |
| Employer contribution / active EE | $242 | $5,297-95.4% | $4,829-95.0% | $4,837-95.0% |
| Participant deferral / active EE | $9,937 | $7,750+28.2% | $7,352+35.2% | $6,341+56.7% |
| Admin fee / account holder | $426 | $12,554-96.6% | $10,799-96.1% | $12,309-96.5% |