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 | $92,036 | $56,199+63.8% | $67,652+36.0% | $59,632+54.3% |
| Participation rate | 58.0% | 71.5%-13.5pp | 75.7%-17.7pp | 68.7%-10.7pp |
| Annual return | 0.37% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $97 | $1,614-94.0% | $2,266-95.7% | $2,203-95.6% |
| Participant deferral / active EE | $2,266 | $2,844-20.3% | $3,560-36.3% | $3,192-29.0% |
| Admin fee / account holder | $4,085 | $3,958+3.2% | $4,821-15.3% | $4,297-4.9% |