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 | $98,986 | $70,428+40.5% | $96,562+2.5% | $85,850+15.3% |
| Participation rate | 19.0% | 61.8%-42.8pp | 69.8%-50.8pp | 69.3%-50.3pp |
| Annual return | 15.55% | 18.59%-3.0pp | 37.78%-22.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,812 | $2,894-37.4% | $3,849-52.9% | $3,952-54.1% |
| Admin fee / account holder | $1,151 | $4,997-77.0% | $6,181-81.4% | $6,260-81.6% |