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 | $96,386 | $58,512+64.7% | $84,015+14.7% | $72,985+32.1% |
| Participation rate | 37.1% | 61.2%-24.1pp | 69.0%-31.9pp | 69.5%-32.3pp |
| Annual return | 22.60% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $134 | $1,163-88.5% | $1,983-93.2% | $2,440-94.5% |
| Participant deferral / active EE | $2,683 | $2,394+12.1% | $3,239-17.2% | $3,607-25.6% |
| Admin fee / account holder | $9,529 | $4,569+108.6% | $6,101+56.2% | $5,124+85.9% |