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 10-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 | $124,851 | $86,929+43.6% | $102,423+21.9% | $80,856+54.4% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.6%-19.1pp |
| Annual return | 11.62% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,125 | $4,118+0.2% | $5,053-18.4% | $4,296-4.0% |
| Admin fee / account holder | $28,865 | $8,049+258.6% | $9,451+205.4% | $6,918+317.2% |