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 | $48,807 | $95,803-49.1% | $113,168-56.9% | $84,808-42.4% |
| Participation rate | 69.6% | 72.9%-3.3pp | 76.6%-7.0pp | 68.3%+1.3pp |
| Annual return | 13.99% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,943 | $4,242-30.6% | $5,107-42.4% | $4,212-30.1% |
| Admin fee / account holder | $1,655 | $8,989-81.6% | $12,068-86.3% | $7,344-77.5% |