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 | $67,540 | $71,192-5.1% | $117,854-42.7% | $62,292+8.4% |
| Participation rate | 68.0% | 74.2%-6.3pp | 79.7%-11.7pp | 69.5%-1.6pp |
| Annual return | 18.79% | 18.66%+0.1pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $477 | $1,934-75.3% | $3,786-87.4% | $2,042-76.6% |
| Participant deferral / active EE | $4,394 | $3,189+37.8% | $4,482-2.0% | $3,169+38.7% |
| Admin fee / account holder | $8,938 | $587+1422.0% | $8,020+11.4% | $479+1764.7% |