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 | $113,639 | $93,571+21.4% | $135,903-16.4% | $75,163+51.2% |
| Participation rate | 61.7% | 75.2%-13.5pp | 81.9%-20.2pp | 67.2%-5.5pp |
| Annual return | 15.60% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $490 | $3,537-86.2% | $4,856-89.9% | $2,670-81.7% |
| Participant deferral / active EE | $2,934 | $6,404-54.2% | $7,758-62.2% | $4,125-28.9% |
| Admin fee / account holder | $40,648 | $6,975+482.7% | $10,762+277.7% | $5,651+619.3% |