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 | $93,978 | $57,016+64.8% | $84,966+10.6% | $80,856+16.2% |
| Participation rate | 32.1% | 56.3%-24.2pp | 67.5%-35.4pp | 67.6%-35.5pp |
| Annual return | 11.86% | 21.66%-9.8pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,411 | $3,110+138.3% | $4,519+64.0% | $4,296+72.5% |
| Admin fee / account holder | $29,087 | $4,980+484.0% | $6,149+373.1% | $6,918+320.5% |