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 4-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 | $152,544 | $95,803+59.2% | $113,168+34.8% | $84,808+79.9% |
| Participation rate | 66.2% | 72.9%-6.7pp | 76.6%-10.4pp | 68.3%-2.1pp |
| Annual return | 13.36% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $672 | $2,360-71.5% | $2,975-77.4% | $2,631-74.5% |
| Participant deferral / active EE | $4,527 | $4,242+6.7% | $5,107-11.4% | $4,212+7.5% |
| Admin fee / account holder | $3,643 | $8,989-59.5% | $12,068-69.8% | $7,344-50.4% |