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 | $155,263 | $62,586+148.1% | $76,768+102.2% | $64,186+141.9% |
| Participation rate | 50.9% | 72.8%-21.9pp | 77.0%-26.1pp | 69.6%-18.7pp |
| Annual return | 7.98% | -1.95%+9.9pp | 2.43%+5.6pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,795 | $3,145+84.3% | $3,852+50.5% | $3,470+67.0% |
| Admin fee / account holder | $15,511 | $4,667+232.4% | $6,675+132.4% | $4,888+217.3% |