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 | $118,421 | $85,766+38.1% | $136,294-13.1% | $70,131+68.9% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 15.20% | 31.45%-16.3pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $317 | $2,966-89.3% | $4,695-93.2% | $2,342-86.4% |
| Participant deferral / active EE | $2,896 | $5,051-42.7% | $6,247-53.6% | $3,332-13.1% |
| Admin fee / account holder | $39,475 | $5,420+628.3% | $9,243+327.1% | $4,645+749.8% |