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 | $32,643 | $56,053-41.8% | $75,972-57.0% | $80,856-59.6% |
| Participation rate | 64.4% | 62.0%+2.4pp | 69.1%-4.6pp | 67.6%-3.2pp |
| Annual return | 15.40% | 20.53%-5.1pp | 359.55%-344.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $218 | $1,874-88.3% | $2,685-91.9% | $2,755-92.1% |
| Participant deferral / active EE | $1,406 | $3,052-53.9% | $4,255-67.0% | $4,296-67.3% |
| Admin fee / account holder | $1,707 | $5,234-67.4% | $6,467-73.6% | $6,918-75.3% |