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 | $115,812 | $117,859-1.7% | $102,438+13.1% | $145,959-20.7% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 15.29% | 31.72%-16.4pp | 29.37%-14.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $317 | $3,615-91.2% | $3,024-89.5% | $4,661-93.2% |
| Participant deferral / active EE | $2,205 | $5,732-61.5% | $5,054-56.4% | $6,689-67.0% |
| Admin fee / account holder | $76,933 | $13,318+477.7% | $9,448+714.3% | $13,398+474.2% |