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 | $107,155 | $92,985+15.2% | $153,432-30.2% | $80,874+32.5% |
| Participation rate | 20.5% | 69.0%-48.5pp | 77.1%-56.6pp | 67.6%-47.2pp |
| Annual return | 12.17% | 19.95%-7.8pp | 15.66%-3.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $904 | $3,507-74.2% | $5,038-82.1% | $2,756-67.2% |
| Participant deferral / active EE | $2,405 | $5,178-53.6% | $6,757-64.4% | $4,297-44.0% |
| Admin fee / account holder | $390 | $8,880-95.6% | $12,725-96.9% | $6,935-94.4% |