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 | $100,034 | $86,929+15.1% | $102,423-2.3% | $80,856+23.7% |
| Participation rate | 48.0% | 72.4%-24.4pp | 76.5%-28.5pp | 67.6%-19.6pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $17 | $2,369-99.3% | $3,023-99.4% | $2,755-99.4% |
| Participant deferral / active EE | $3,253 | $4,118-21.0% | $5,053-35.6% | $4,296-24.3% |
| Admin fee / account holder | $40,740 | $8,049+406.1% | $9,451+331.1% | $6,918+488.9% |