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 | $42,718 | $43,723-2.3% | $121,196-64.8% | $64,186-33.4% |
| Participation rate | 54.3% | 58.3%-4.0pp | 71.7%-17.4pp | 69.6%-15.2pp |
| Annual return | 10.22% | 68.91%-58.7pp | 16.93%-6.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,073 | $2,280-9.1% | $3,344-38.0% | $3,470-40.2% |
| Admin fee / account holder | $1,878 | $3,501-46.4% | $5,019-62.6% | $4,888-61.6% |