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 | $119,369 | $76,367+56.3% | $93,606+27.5% | $72,985+63.6% |
| Participation rate | 56.9% | 71.7%-14.8pp | 75.8%-18.9pp | 69.5%-12.5pp |
| Annual return | 19.45% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,683 | $3,538+32.4% | $4,069+15.1% | $3,607+29.8% |
| Admin fee / account holder | $45,502 | $6,838+565.4% | $7,888+476.8% | $5,124+788.0% |