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 5-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 | $94,674 | $99,985-5.3% | $146,665-35.4% | $85,850+10.3% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 22.41% | 18.93%+3.5pp | 22.74%-0.3pp | 318.53%-296.1pp |
| Employer contribution / active EE | $530 | $2,559-79.3% | $4,136-87.2% | $2,565-79.3% |
| Participant deferral / active EE | $3,836 | $4,006-4.2% | $5,506-30.3% | $3,952-2.9% |
| Admin fee / account holder | $420 | $7,702-94.6% | $10,280-95.9% | $6,260-93.3% |