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 | $126,748 | $84,556+49.9% | $116,228+9.1% | $74,304+70.6% |
| Participation rate | 38.4% | 66.0%-27.6pp | 74.6%-36.1pp | 60.3%-21.9pp |
| Annual return | 15.72% | 18.35%-2.6pp | 90.06%-74.3pp | 29.43%-13.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,662 | $3,814-4.0% | $4,953-26.1% | $3,767-2.8% |
| Admin fee / account holder | $8,977 | $3,792+136.7% | $11,989-25.1% | $2,969+202.4% |