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 | $117,006 | $76,407+53.1% | $150,298-22.2% | $82,448+41.9% |
| Participation rate | 26.5% | 66.4%-39.9pp | 77.8%-51.2pp | 68.1%-41.5pp |
| Annual return | 14.22% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,463 | $3,214-54.5% | $5,453-73.2% | $4,139-64.6% |
| Admin fee / account holder | $25,398 | $6,352+299.8% | $14,116+79.9% | $7,234+251.1% |