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 | $188,060 | $88,583+112.3% | $88,497+112.5% | $273,961-31.4% |
| Participation rate | 33.3% | 83.5%-50.1pp | 82.4%-49.1pp | 83.0%-49.7pp |
| Annual return | 7.42% | 5.68%+1.7pp | 7.63%-0.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $786 | $4,502-82.5% | $4,036-80.5% | $4,869-83.9% |
| Participant deferral / active EE | $4,114 | $4,891-15.9% | $4,899-16.0% | $5,287-22.2% |
| Admin fee / account holder | $58,449 | $8,980+550.9% | $6,220+839.8% | $10,132+476.9% |