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 7-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 | $25,534 | $53,777-52.5% | $134,143-81.0% | $79,858-68.0% |
| Participation rate | 48.0% | 58.8%-10.8pp | 72.2%-24.2pp | 69.6%-21.6pp |
| Annual return | 31.97% | 19.01%+13.0pp | 36.33%-4.4pp | 31.71%+0.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,252 | $2,420+117.0% | $3,499+50.1% | $3,740+40.4% |
| Admin fee / account holder | $998 | $3,984-74.9% | $6,684-85.1% | $5,306-81.2% |