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 | $113,741 | $83,369+36.4% | $105,223+8.1% | $67,986+67.3% |
| Participation rate | 46.2% | 56.3%-10.1pp | 75.0%-28.9pp | 57.2%-11.1pp |
| Annual return | 17.77% | 24.64%-6.9pp | 180.65%-162.9pp | 31.67%-13.9pp |
| Employer contribution / active EE | -$0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,993 | $3,295-9.2% | $5,072-41.0% | $3,358-10.9% |
| Admin fee / account holder | $19,645 | $4,073+382.4% | $8,859+121.8% | $3,203+513.3% |