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 | $99,158 | $72,177+37.4% | $115,037-13.8% | $59,632+66.3% |
| Participation rate | 52.0% | 72.6%-20.6pp | 81.4%-29.4pp | 68.7%-16.7pp |
| Annual return | 1.09% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $304 | $2,841-89.3% | $4,608-93.4% | $2,203-86.2% |
| Participant deferral / active EE | $3,077 | $4,783-35.7% | $6,026-48.9% | $3,192-3.6% |
| Admin fee / account holder | $2,287 | $4,927-53.6% | $8,175-72.0% | $4,297-46.8% |