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 | $97,933 | $77,634+26.1% | $156,549-37.4% | $62,891+55.7% |
| Participation rate | 28.6% | 71.2%-42.6pp | 84.0%-55.4pp | 69.3%-40.7pp |
| Annual return | 9.36% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $3,045-70.6% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $4,252 | $5,561-23.5% | $13,027-67.4% | $4,296-1.0% |