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 | $109,494 | $73,933+48.1% | $96,683+13.3% | $75,163+45.7% |
| Participation rate | 51.8% | 66.4%-14.6pp | 74.3%-22.6pp | 67.2%-15.4pp |
| Annual return | 15.11% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,290 | $3,659+17.3% | $4,878-12.1% | $4,125+4.0% |
| Admin fee / account holder | $939 | $5,216-82.0% | $6,730-86.0% | $5,651-83.4% |