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 4-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 | $123,903 | $95,453+29.8% | $112,040+10.6% | $82,448+50.3% |
| Participation rate | 53.9% | 72.8%-18.8pp | 76.5%-22.5pp | 68.1%-14.1pp |
| Annual return | 24.54% | 23.92%+0.6pp | 24.52%0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,091 | $4,224+67.9% | $5,098+39.1% | $4,139+71.3% |
| Admin fee / account holder | $33,322 | $9,013+269.7% | $12,098+175.4% | $7,234+360.6% |