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 3-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 | $168,036 | $118,450+41.9% | $98,439+70.7% | $139,434+20.5% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 14.85% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $477 | $3,609-86.8% | $3,048-84.3% | $4,751-90.0% |
| Participant deferral / active EE | $3,455 | $5,392-35.9% | $4,738-27.1% | $6,710-48.5% |
| Admin fee / account holder | $3,007 | $14,026-78.6% | $8,948-66.4% | $11,403-73.6% |