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 | $85,957 | $167,484-48.7% | $151,611-43.3% | $134,475-36.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 5.23% | 7.80%-2.6pp | 3.33%+1.9pp | 417.96%-412.7pp |
| Employer contribution / active EE | $1,360 | $6,829-80.1% | $6,166-78.0% | $4,740-71.3% |
| Participant deferral / active EE | $9,250 | $8,986+2.9% | $8,363+10.6% | $6,400+44.5% |
| Admin fee / account holder | $558 | $13,783-96.0% | $11,616-95.2% | $11,426-95.1% |