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 | $132,770 | $72,277+83.7% | $101,248+31.1% | $79,858+66.3% |
| Participation rate | 55.3% | 68.5%-13.2pp | 75.8%-20.5pp | 69.6%-14.4pp |
| Annual return | 13.29% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $218 | $2,692-91.9% | $3,660-94.0% | $2,471-91.2% |
| Participant deferral / active EE | $3,567 | $3,282+8.7% | $4,370-18.4% | $3,740-4.6% |
| Admin fee / account holder | $6,785 | $4,400+54.2% | $5,945+14.1% | $5,306+27.9% |