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 | $151,882 | $86,922+74.7% | $102,438+48.3% | $80,874+87.8% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.1pp |
| Annual return | 20.34% | 18.90%+1.4pp | 29.37%-9.0pp | 35.62%-15.3pp |
| Employer contribution / active EE | $676 | $2,369-71.5% | $3,024-77.6% | $2,756-75.5% |
| Participant deferral / active EE | $3,292 | $4,119-20.1% | $5,054-34.9% | $4,297-23.4% |
| Admin fee / account holder | $13,226 | $8,050+64.3% | $9,448+40.0% | $6,935+90.7% |