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 | $57,590+148.2% | $86,233+65.8% | $82,448+73.4% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.0%-5.0pp | 68.1%-4.1pp |
| Annual return | 17.96% | 22.41%-4.5pp | 61.39%-43.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,339 | $3,080+333.1% | $4,559+192.6% | $4,139+222.3% |
| Admin fee / account holder | $55,535 | $4,730+1074.0% | $8,342+565.7% | $7,234+667.7% |