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 | $93,510 | $72,177+29.6% | $115,037-18.7% | $59,632+56.8% |
| Participation rate | 51.6% | 72.6%-20.9pp | 81.4%-29.8pp | 68.7%-17.1pp |
| Annual return | 2.55% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $415 | $2,841-85.4% | $4,608-91.0% | $2,203-81.2% |
| Participant deferral / active EE | $2,432 | $4,783-49.2% | $6,026-59.7% | $3,192-23.8% |
| Admin fee / account holder | $6,352 | $4,927+28.9% | $8,175-22.3% | $4,297+47.8% |