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 | $94,031-8.8% | $115,768-25.9% | $82,448+4.0% |
| Participation rate | 56.6% | 70.4%-13.8pp | 74.4%-17.8pp | 68.1%-11.4pp |
| Annual return | 13.29% | 20.61%-7.3pp | 100.46%-87.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,037 | $3,972+1.6% | $4,917-17.9% | $4,139-2.5% |
| Admin fee / account holder | $5,989 | $10,249-41.6% | $12,439-51.9% | $7,234-17.2% |