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 | $87,030 | $40,256+116.2% | $57,343+51.8% | $59,632+45.9% |
| Participation rate | 24.4% | 69.2%-44.8pp | 75.1%-50.7pp | 68.7%-44.3pp |
| Annual return | 2.21% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,129 | $2,399-53.0% | $3,162-64.3% | $3,192-64.6% |
| Admin fee / account holder | $3,516 | $2,818+24.8% | $3,356+4.8% | $4,297-18.2% |