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 | $91,066 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.8pp | 68.3%-2.8pp |
| Annual return | 21.23% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $260 | $3,561-92.7% | $4,693-94.5% | $2,631-90.1% |
| Participant deferral / active EE | $9,478 | $6,636+42.8% | $7,997+18.5% | $4,212+125.1% |
| Admin fee / account holder | $333 | $8,568-96.1% | $13,435-97.5% | $7,344-95.5% |