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 | $100,512 | $43,723+129.9% | $121,196-17.1% | $64,186+56.6% |
| Participation rate | 18.7% | 58.3%-39.6pp | 71.7%-53.1pp | 69.6%-50.9pp |
| Annual return | 9.16% | 68.91%-59.7pp | 16.93%-7.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,068 | $2,280-9.3% | $3,344-38.2% | $3,470-40.4% |
| Admin fee / account holder | $4,662 | $3,501+33.1% | $5,019-7.1% | $4,888-4.6% |