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 | $155,054 | $108,825+42.5% | $156,181-0.7% | $82,448+88.1% |
| Participation rate | 34.4% | 72.4%-37.9pp | 78.8%-44.4pp | 68.1%-33.6pp |
| Annual return | 12.64% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $520 | $2,870-81.9% | $4,294-87.9% | $2,551-79.6% |
| Participant deferral / active EE | $2,157 | $4,577-52.9% | $6,132-64.8% | $4,139-47.9% |
| Admin fee / account holder | $31,756 | $9,341+240.0% | $14,586+117.7% | $7,234+339.0% |