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 | $118,372 | $110,257+7.4% | $96,544+22.6% | $139,434-15.1% |
| Participation rate | 40.9% | 78.1%-37.2pp | 76.0%-35.1pp | 80.3%-39.4pp |
| Annual return | 14.41% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $380 | $3,620-89.5% | $2,965-87.2% | $4,751-92.0% |
| Participant deferral / active EE | $3,110 | $5,548-43.9% | $4,851-35.9% | $6,710-53.7% |
| Admin fee / account holder | $21,126 | $11,591+82.3% | $8,252+156.0% | $11,403+85.3% |