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 | $114,089 | $80,673+41.4% | $101,326+12.6% | $84,808+34.5% |
| Participation rate | 65.4% | 77.8%-12.4pp | 81.5%-16.1pp | 68.3%-2.9pp |
| Annual return | 16.95% | 38.95%-22.0pp | 36.82%-19.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,567 | $6,840+113.0% | $7,994+82.2% | $4,212+245.9% |
| Admin fee / account holder | $14,878 | $12,784+16.4% | $11,185+33.0% | $7,344+102.6% |