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 | $126,453 | $47,848+164.3% | $81,478+55.2% | $70,131+80.3% |
| Participation rate | 56.8% | 58.3%-1.5pp | 68.0%-11.1pp | 69.5%-12.7pp |
| Annual return | 21.69% | 27.25%-5.6pp | 38.78%-17.1pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,123 | $2,453-54.2% | $3,537-68.3% | $3,332-66.3% |
| Admin fee / account holder | $2,207 | $3,145-29.8% | $4,561-51.6% | $4,645-52.5% |