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 | $102,538 | $76,050+34.8% | $96,544+6.2% | $71,457+43.5% |
| Participation rate | 33.9% | 74.4%-40.5pp | 76.0%-42.1pp | 67.9%-34.1pp |
| Annual return | 15.03% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $341 | $2,244-84.8% | $2,965-88.5% | $2,588-86.8% |
| Participant deferral / active EE | $2,163 | $4,215-48.7% | $4,851-55.4% | $4,289-49.6% |
| Admin fee / account holder | $15,407 | $2,707+469.1% | $8,252+86.7% | $1,587+870.7% |