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 | $81,001 | $51,175+58.3% | $70,515+14.9% | $75,163+7.8% |
| Participation rate | 56.1% | 60.9%-4.8pp | 68.3%-12.2pp | 67.2%-11.1pp |
| Annual return | 16.68% | 30.02%-13.3pp | 32.77%-16.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,963 | $2,849+4.0% | $4,567-35.1% | $4,125-28.2% |
| Admin fee / account holder | $23,533 | $4,091+475.3% | $6,412+267.0% | $5,651+316.4% |