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 | $97,295 | $79,944+21.7% | $98,439-1.2% | $75,163+29.4% |
| Participation rate | 54.8% | 70.4%-15.5pp | 75.2%-20.3pp | 67.2%-12.4pp |
| Annual return | 18.59% | 19.75%-1.2pp | 21.16%-2.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,302 | $3,752-38.7% | $4,738-51.4% | $4,125-44.2% |
| Admin fee / account holder | $4,653 | $6,840-32.0% | $8,948-48.0% | $5,651-17.7% |