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 4-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 | $62,093 | $46,869+32.5% | $122,332-49.2% | $70,131-11.5% |
| Participation rate | 65.6% | 58.2%+7.4pp | 71.6%-6.0pp | 69.5%-3.9pp |
| Annual return | 20.67% | 24.22%-3.5pp | 30.27%-9.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,283 | $2,166-40.8% | $3,287-61.0% | $3,332-61.5% |
| Admin fee / account holder | $1,522 | $3,322-54.2% | $5,478-72.2% | $4,645-67.2% |