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 | $248,934 | $73,787+237.4% | $98,716+152.2% | $82,448+201.9% |
| Participation rate | 17.8% | 61.4%-43.6pp | 69.3%-51.5pp | 68.1%-50.3pp |
| Annual return | 14.06% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $78 | $1,511-94.9% | $2,279-96.6% | $2,551-97.0% |
| Participant deferral / active EE | $1,331 | $3,081-56.8% | $4,048-67.1% | $4,139-67.8% |
| Admin fee / account holder | $1,730 | $6,500-73.4% | $8,703-80.1% | $7,234-76.1% |