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 | $114,736 | $77,896+47.3% | $134,172-14.5% | $82,448+39.2% |
| Participation rate | 18.5% | 62.8%-44.3pp | 72.5%-53.9pp | 68.1%-49.5pp |
| Annual return | 14.16% | 18.21%-4.1pp | 25.30%-11.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,147 | $3,162-63.7% | $4,690-75.5% | $4,139-72.3% |
| Admin fee / account holder | $2,758 | $6,336-56.5% | $12,016-77.0% | $7,234-61.9% |