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 | $54,576 | $61,774-11.7% | $97,226-43.9% | $80,856-32.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.6%-1.0pp |
| Annual return | 11.71% | -557.90%+569.6pp | 75.13%-63.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $248 | $1,837-86.5% | $2,729-90.9% | $2,755-91.0% |
| Participant deferral / active EE | $2,294 | $3,029-24.3% | $4,264-46.2% | $4,296-46.6% |
| Admin fee / account holder | $1,937 | $5,166-62.5% | $5,654-65.7% | $6,918-72.0% |