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 7-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 | $78,949 | $101,724-22.4% | $164,813-52.1% | $80,856-2.4% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.6%-3.2pp |
| Annual return | 11.81% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $386 | $2,953-86.9% | $4,341-91.1% | $2,755-86.0% |
| Participant deferral / active EE | $4,289 | $4,477-4.2% | $6,031-28.9% | $4,296-0.2% |
| Admin fee / account holder | $35,297 | $8,227+329.0% | $12,690+178.2% | $6,918+410.2% |