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 7-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 | $212,923 | $124,425+71.1% | $112,040+90.0% | $137,256+55.1% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 19.46% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $713 | $3,411-79.1% | $2,954-75.8% | $4,156-82.8% |
| Participant deferral / active EE | $2,314 | $5,718-59.5% | $5,098-54.6% | $6,407-63.9% |
| Admin fee / account holder | $2,223 | $15,207-85.4% | $12,098-81.6% | $12,270-81.9% |