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 | $99,180 | $73,933+34.1% | $96,683+2.6% | $75,163+32.0% |
| Participation rate | 35.1% | 66.4%-31.3pp | 74.3%-39.2pp | 67.2%-32.1pp |
| Annual return | 21.50% | 26.70%-5.2pp | 35.69%-14.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,359 | $3,659-35.5% | $4,878-51.6% | $4,125-42.8% |
| Admin fee / account holder | $16,873 | $5,216+223.5% | $6,730+150.7% | $5,651+198.6% |