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 | $49,887 | $183,592-72.8% | $155,567-67.9% | $145,959-65.8% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 12.54% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $687 | $5,315-87.1% | $4,674-85.3% | $4,661-85.3% |
| Participant deferral / active EE | $2,236 | $6,464-65.4% | $5,628-60.3% | $6,689-66.6% |
| Admin fee / account holder | $12,352 | $19,318-36.1% | $15,916-22.4% | $13,398-7.8% |