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 | $139,577 | $76,552+82.3% | $123,892+12.7% | $62,891+121.9% |
| Participation rate | 63.0% | 73.0%-10.0pp | 81.4%-18.4pp | 69.3%-6.3pp |
| Annual return | 6.86% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,724 | $4,840-23.0% | $5,984-37.8% | $3,203+16.3% |
| Admin fee / account holder | $1,497 | $4,826-69.0% | $8,357-82.1% | $4,296-65.2% |