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 | $102,038 | $72,277+41.2% | $101,248+0.8% | $79,858+27.8% |
| Participation rate | 26.2% | 68.5%-42.3pp | 75.8%-49.6pp | 69.6%-43.4pp |
| Annual return | 24.02% | 22.30%+1.7pp | 46.47%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $516 | $2,692-80.8% | $3,660-85.9% | $2,471-79.1% |
| Participant deferral / active EE | $2,548 | $3,282-22.3% | $4,370-41.7% | $3,740-31.9% |
| Admin fee / account holder | $8,744 | $4,400+98.7% | $5,945+47.1% | $5,306+64.8% |