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 | $100,695 | $61,280+64.3% | $69,780+44.3% | $84,808+18.7% |
| Participation rate | 15.6% | 73.6%-58.0pp | 79.3%-63.7pp | 68.3%-52.7pp |
| Annual return | 12.95% | 12.93%0pp | 26.31%-13.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $346 | $3,577-90.3% | $4,168-91.7% | $2,631-86.9% |
| Participant deferral / active EE | $872 | $3,756-76.8% | $6,164-85.8% | $4,212-79.3% |
| Admin fee / account holder | $59,166 | $6,026+881.9% | $7,285+712.2% | $7,344+705.7% |