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 | $97,102 | $56,053+73.2% | $75,972+27.8% | $80,856+20.1% |
| Participation rate | 56.9% | 62.0%-5.1pp | 69.1%-12.2pp | 67.6%-10.7pp |
| Annual return | 12.08% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,113 | $3,052+2.0% | $4,255-26.9% | $4,296-27.5% |
| Admin fee / account holder | $942 | $5,234-82.0% | $6,467-85.4% | $6,918-86.4% |