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 | $101,526 | $76,050+33.5% | $96,544+5.2% | $71,457+42.1% |
| Participation rate | 31.6% | 74.4%-42.8pp | 76.0%-44.3pp | 67.9%-36.3pp |
| Annual return | 23.23% | 22.81%+0.4pp | 25.84%-2.6pp | 28.85%-5.6pp |
| Employer contribution / active EE | $701 | $2,244-68.8% | $2,965-76.4% | $2,588-72.9% |
| Participant deferral / active EE | $3,180 | $4,215-24.6% | $4,851-34.4% | $4,289-25.8% |
| Admin fee / account holder | $6,511 | $2,707+140.5% | $8,252-21.1% | $1,587+310.2% |