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 | $144,975 | $51,736+180.2% | $120,225+20.6% | $67,986+113.2% |
| Participation rate | 24.8% | 46.1%-21.3pp | 69.6%-44.7pp | 57.2%-32.4pp |
| Annual return | 15.62% | 31.98%-16.4pp | 439.23%-423.6pp | 31.67%-16.0pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,026 | $2,206-53.5% | $3,999-74.3% | $3,358-69.4% |
| Admin fee / account holder | $16,217 | $4,159+289.9% | $5,696+184.7% | $3,203+406.3% |