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 | $84,180 | $85,202-1.2% | $172,739-51.3% | $72,985+15.3% |
| Participation rate | 59.6% | 70.1%-10.5pp | 82.6%-23.1pp | 69.5%-9.9pp |
| Annual return | 20.30% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $171 | $3,324-94.8% | $5,143-96.7% | $2,440-93.0% |
| Participant deferral / active EE | $1,981 | $3,260-39.2% | $5,198-61.9% | $3,607-45.1% |
| Admin fee / account holder | $18,255 | $5,884+210.3% | $13,954+30.8% | $5,124+256.2% |