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 | $106,277 | $70,428+50.9% | $96,562+10.1% | $85,850+23.8% |
| Participation rate | 56.3% | 61.8%-5.6pp | 69.8%-13.6pp | 69.3%-13.1pp |
| Annual return | 12.58% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,028 | $2,894+73.8% | $3,849+30.6% | $3,952+27.2% |
| Admin fee / account holder | $22,271 | $4,997+345.7% | $6,181+260.3% | $6,260+255.8% |