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 | $173,274 | $73,787+134.8% | $98,716+75.5% | $82,448+110.2% |
| Participation rate | 36.9% | 61.4%-24.5pp | 69.3%-32.4pp | 68.1%-31.2pp |
| Annual return | 14.18% | 18.57%-4.4pp | 31.81%-17.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $120 | $1,511-92.1% | $2,279-94.7% | $2,551-95.3% |
| Participant deferral / active EE | $2,454 | $3,081-20.4% | $4,048-39.4% | $4,139-40.7% |
| Admin fee / account holder | $1,734 | $6,500-73.3% | $8,703-80.1% | $7,234-76.0% |