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 | $90,937 | $100,901-9.9% | $75,670+20.2% | $147,584-38.4% |
| Participation rate | 36.4% | 77.1%-40.8pp | 72.3%-36.0pp | 82.8%-46.5pp |
| Annual return | 16.42% | 35.78%-19.4pp | 27.34%-10.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,772 | $4,027-6.3% | $3,142+20.0% | $5,439-30.7% |
| Admin fee / account holder | $3,431 | $11,285-69.6% | $5,800-40.8% | $10,885-68.5% |