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 | $105,823 | $81,460+29.9% | $103,333+2.4% | $80,856+30.9% |
| Participation rate | 14.1% | 66.8%-52.8pp | 74.5%-60.4pp | 67.6%-53.6pp |
| Annual return | 13.83% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $657 | $3,105-78.8% | $3,868-83.0% | $2,755-76.2% |
| Participant deferral / active EE | $1,903 | $3,869-50.8% | $5,057-62.4% | $4,296-55.7% |
| Admin fee / account holder | $18,718 | $6,566+185.1% | $8,355+124.0% | $6,918+170.6% |