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 | $80,514 | $83,477-3.5% | $125,175-35.7% | $72,985+10.3% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.7pp | 69.5%-8.4pp |
| Annual return | 20.80% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,366 | $3,585-6.1% | $4,937-31.8% | $3,607-6.7% |
| Admin fee / account holder | $3,193 | $5,517-42.1% | $9,702-67.1% | $5,124-37.7% |