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 | $108,229 | $72,277+49.7% | $101,248+6.9% | $79,858+35.5% |
| Participation rate | 43.8% | 68.5%-24.6pp | 75.8%-32.0pp | 69.6%-25.8pp |
| Annual return | 16.31% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $329 | $2,692-87.8% | $3,660-91.0% | $2,471-86.7% |
| Participant deferral / active EE | $2,759 | $3,282-15.9% | $4,370-36.9% | $3,740-26.2% |
| Admin fee / account holder | $9,345 | $4,400+112.4% | $5,945+57.2% | $5,306+76.1% |