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 | $125,591 | $63,355+98.2% | $91,989+36.5% | $72,985+72.1% |
| Participation rate | 68.9% | 72.5%-3.6pp | 78.6%-9.7pp | 69.5%-0.6pp |
| Annual return | 20.88% | 35.35%-14.5pp | 69.02%-48.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,591 | $4,883-46.9% | $5,923-56.2% | $3,607-28.2% |
| Admin fee / account holder | $1,695 | $4,668-63.7% | $7,743-78.1% | $5,124-66.9% |