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 | $122,555 | $86,929+41.0% | $102,423+19.7% | $80,856+51.6% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.6%-36.1pp |
| Annual return | 13.01% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,474 | $4,118-39.9% | $5,053-51.0% | $4,296-42.4% |
| Admin fee / account holder | $31,772 | $8,049+294.7% | $9,451+236.2% | $6,918+359.3% |