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 | $121,161 | $70,428+72.0% | $96,562+25.5% | $85,850+41.1% |
| Participation rate | 40.8% | 61.8%-21.0pp | 69.8%-29.0pp | 69.3%-28.5pp |
| Annual return | 12.31% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,858 | $2,894-35.8% | $3,849-51.7% | $3,952-53.0% |
| Admin fee / account holder | $22,045 | $4,997+341.2% | $6,181+256.7% | $6,260+252.2% |