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 | $120,508 | $95,266+26.5% | $82,389+46.3% | $142,382-15.4% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.5%-15.7pp | 80.1%-26.3pp |
| Annual return | 27.01% | 25.74%+1.3pp | 28.67%-1.7pp | 217.08%-190.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,095 | $4,809+151.5% | $4,155+191.1% | $6,507+85.9% |
| Admin fee / account holder | $5,200 | $8,563-39.3% | $7,231-28.1% | $12,624-58.8% |