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 | $116,941 | $54,705+113.8% | $71,209+64.2% | $84,808+37.9% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 22.49% | 35.90%-13.4pp | 282.51%-260.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,024 | $3,030-66.2% | $4,175-75.5% | $4,212-75.7% |
| Admin fee / account holder | $55,475 | $4,863+1040.7% | $5,349+937.2% | $7,344+655.4% |