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 | $34,749 | $209,411-83.4% | $178,490-80.5% | $158,922-78.1% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 23.71% | 188.75%-165.0pp | 151.07%-127.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,139 | $5,706-80.0% | $5,011-77.3% | $4,761-76.1% |
| Participant deferral / active EE | $4,649 | $5,954-21.9% | $5,202-10.6% | $5,982-22.3% |
| Admin fee / account holder | $492 | $17,074-97.1% | $13,984-96.5% | $11,246-95.6% |