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 | $101,957 | $57,354+77.8% | $83,848+21.6% | $64,186+58.8% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -5.73% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $217 | $2,545-91.5% | $3,631-94.0% | $2,381-90.9% |
| Participant deferral / active EE | $4,448 | $2,993+48.6% | $4,082+9.0% | $3,470+28.2% |
| Admin fee / account holder | $3,392 | $4,046-16.2% | $5,478-38.1% | $4,888-30.6% |