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 | $149,702 | $109,413+36.8% | $156,263-4.2% | $84,808+76.5% |
| Participation rate | 46.2% | 72.7%-26.5pp | 78.9%-32.8pp | 68.3%-22.2pp |
| Annual return | 16.52% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $570 | $2,907-80.4% | $4,333-86.8% | $2,631-78.3% |
| Participant deferral / active EE | $5,133 | $4,590+11.8% | $6,158-16.6% | $4,212+21.9% |
| Admin fee / account holder | $30,954 | $9,357+230.8% | $14,255+117.1% | $7,344+321.5% |