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 | $87,166+38.3% | $76,735+57.0% | $137,256-12.2% |
| Participation rate | 53.8% | 74.4%-20.5pp | 69.5%-15.7pp | 80.0%-26.1pp |
| Annual return | 27.01% | 26.50%+0.5pp | 29.77%-2.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,095 | $4,726+155.9% | $4,088+195.9% | $6,407+88.8% |
| Admin fee / account holder | $5,200 | $8,403-38.1% | $7,189-27.7% | $12,270-57.6% |