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 | $121,895 | $73,933+64.9% | $96,683+26.1% | $75,163+62.2% |
| Participation rate | 53.1% | 66.4%-13.3pp | 74.3%-21.2pp | 67.2%-14.1pp |
| Annual return | 13.37% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $227 | $2,928-92.2% | $3,737-93.9% | $2,670-91.5% |
| Participant deferral / active EE | $4,778 | $3,659+30.6% | $4,878-2.1% | $4,125+15.8% |
| Admin fee / account holder | $627 | $5,216-88.0% | $6,730-90.7% | $5,651-88.9% |