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 | $83,526 | $78,485+6.4% | $106,213-21.4% | $74,495+12.1% |
| Participation rate | 47.9% | 72.8%-25.0pp | 75.3%-27.4pp | 67.2%-19.3pp |
| Annual return | 17.80% | 15.95%+1.9pp | 116.14%-98.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $395 | $2,523-84.3% | $3,171-87.5% | $2,623-84.9% |
| Participant deferral / active EE | $3,493 | $4,322-19.2% | $5,016-30.4% | $4,346-19.6% |
| Admin fee / account holder | $8,271 | $2,232+270.6% | $11,033-25.0% | $1,942+326.0% |