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 | $78,549 | $85,766-8.4% | $136,294-42.4% | $70,131+12.0% |
| Participation rate | 39.3% | 74.2%-34.9pp | 81.9%-42.6pp | 69.5%-30.3pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $418 | $2,966-85.9% | $4,695-91.1% | $2,342-82.1% |
| Participant deferral / active EE | $4,115 | $5,051-18.5% | $6,247-34.1% | $3,332+23.5% |
| Admin fee / account holder | $3,169 | $5,420-41.5% | $9,243-65.7% | $4,645-31.8% |