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 | $95,803+29.3% | $113,168+9.5% | $84,808+46.1% |
| Participation rate | 53.9% | 72.9%-18.9pp | 76.6%-22.6pp | 68.3%-14.4pp |
| Annual return | 24.54% | 25.00%-0.5pp | 24.27%+0.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,091 | $4,242+67.2% | $5,107+38.9% | $4,212+68.4% |
| Admin fee / account holder | $33,322 | $8,989+270.7% | $12,068+176.1% | $7,344+353.8% |