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 | $142,943 | $60,022+138.2% | $88,946+60.7% | $84,808+68.6% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 17.96% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,339 | $3,114+328.4% | $4,581+191.2% | $4,212+216.7% |
| Admin fee / account holder | $55,535 | $4,811+1054.3% | $8,261+572.3% | $7,344+656.2% |