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 | $25,965 | $57,541-54.9% | $95,745-72.9% | $75,163-65.5% |
| Participation rate | 69.0% | 62.5%+6.5pp | 72.3%-3.3pp | 67.2%+1.8pp |
| Annual return | 16.21% | 34.93%-18.7pp | 28.35%-12.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,674 | $3,074-13.0% | $4,245-37.0% | $4,125-35.2% |
| Admin fee / account holder | $750 | $4,099-81.7% | $5,678-86.8% | $5,651-86.7% |