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 | $108,745 | $78,422+38.7% | $95,952+13.3% | $79,858+36.2% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 19.33% | 19.37%0pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,026 | $3,440-12.0% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $20,320 | $5,622+261.4% | $6,795+199.0% | $5,306+282.9% |