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 | $93,368 | $25,014+273.3% | $69,647+34.1% | $80,856+15.5% |
| Participation rate | 51.4% | 64.2%-12.8pp | 66.5%-15.0pp | 67.6%-16.2pp |
| Annual return | 17.07% | 19.07%-2.0pp | 100.48%-83.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,537 | $1,839+38.0% | $2,886-12.1% | $4,296-40.9% |
| Admin fee / account holder | $17,143 | $2,488+589.0% | $4,713+263.7% | $6,918+147.8% |