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 8-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 | $97,762 | $93,571+4.5% | $135,903-28.1% | $75,163+30.1% |
| Participation rate | 46.9% | 75.2%-28.3pp | 81.9%-35.0pp | 67.2%-20.3pp |
| Annual return | 16.62% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $736 | $3,537-79.2% | $4,856-84.9% | $2,670-72.4% |
| Participant deferral / active EE | $4,690 | $6,404-26.8% | $7,758-39.5% | $4,125+13.7% |
| Admin fee / account holder | $1,523 | $6,975-78.2% | $10,762-85.8% | $5,651-73.0% |