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 | $131,379 | $68,719+91.2% | $91,541+43.5% | $84,808+54.9% |
| Participation rate | 33.3% | 64.5%-31.2pp | 69.8%-36.4pp | 68.3%-35.0pp |
| Annual return | 14.63% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,083 | $3,136-33.6% | $4,008-48.0% | $4,212-50.5% |
| Admin fee / account holder | $40,439 | $5,786+598.9% | $6,956+481.3% | $7,344+450.7% |