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 | $85,750 | $94,625-9.4% | $116,228-26.2% | $84,808+1.1% |
| Participation rate | 56.6% | 70.4%-13.8pp | 74.6%-17.9pp | 68.3%-11.7pp |
| Annual return | 13.29% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,037 | $3,972+1.6% | $4,953-18.5% | $4,212-4.1% |
| Admin fee / account holder | $5,989 | $10,091-40.7% | $11,989-50.0% | $7,344-18.4% |