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 | $113,005 | $88,634+27.5% | $101,326+11.5% | $74,304+52.1% |
| Participation rate | 54.4% | 76.9%-22.5pp | 81.5%-27.1pp | 60.3%-6.0pp |
| Annual return | 21.97% | 33.10%-11.1pp | 36.82%-14.9pp | 29.43%-7.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,274 | $7,322-55.3% | $7,994-59.0% | $3,767-13.1% |
| Admin fee / account holder | $6,688 | $2,425+175.7% | $11,185-40.2% | $2,969+125.3% |