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 | $105,140 | $118,450-11.2% | $98,439+6.8% | $139,434-24.6% |
| Participation rate | 42.1% | 77.4%-35.3pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 10.32% | 18.94%-8.6pp | 21.16%-10.8pp | 372.94%-362.6pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,686 | $5,392-50.2% | $4,738-43.3% | $6,710-60.0% |
| Admin fee / account holder | $1,245 | $14,026-91.1% | $8,948-86.1% | $11,403-89.1% |