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 | $81,103 | $63,346+28.0% | $92,233-12.1% | $70,131+15.6% |
| Participation rate | 67.7% | 68.7%-0.9pp | 76.5%-8.7pp | 69.5%-1.8pp |
| Annual return | 16.23% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $316 | $2,471-87.2% | $3,679-91.4% | $2,342-86.5% |
| Participant deferral / active EE | $3,346 | $2,854+17.3% | $3,897-14.1% | $3,332+0.4% |
| Admin fee / account holder | $3,358 | $3,840-12.5% | $5,194-35.3% | $4,645-27.7% |