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 | $137,989 | $69,362+98.9% | $101,248+36.3% | $73,488+87.8% |
| Participation rate | 40.7% | 68.4%-27.6pp | 75.8%-35.1pp | 70.7%-29.9pp |
| Annual return | 15.76% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,122 | $3,300-35.7% | $4,370-51.4% | $3,740-43.3% |
| Admin fee / account holder | $17,486 | $704+2385.3% | $5,945+194.1% | $513+3308.1% |