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 | $191,934 | $57,354+234.7% | $83,848+128.9% | $64,186+199.0% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.7pp | 69.6%-10.1pp |
| Annual return | -7.50% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,866 | $2,993-37.7% | $4,082-54.3% | $3,470-46.2% |
| Admin fee / account holder | $1,435 | $4,046-64.5% | $5,478-73.8% | $4,888-70.6% |