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 5-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 | $179,508 | $101,724+76.5% | $164,813+8.9% | $80,856+122.0% |
| Participation rate | 64.8% | 71.8%-7.0pp | 78.6%-13.8pp | 67.6%-2.8pp |
| Annual return | 17.64% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $767 | $2,953-74.0% | $4,341-82.3% | $2,755-72.2% |
| Participant deferral / active EE | $3,046 | $4,477-32.0% | $6,031-49.5% | $4,296-29.1% |
| Admin fee / account holder | $4,378 | $8,227-46.8% | $12,690-65.5% | $6,918-36.7% |