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 | $87,663 | $88,707-1.2% | $74,183+18.2% | $273,961-68.0% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 7.85% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $292 | $3,159-90.8% | $2,370-87.7% | $4,869-94.0% |
| Participant deferral / active EE | $1,614 | $4,212-61.7% | $3,550-54.5% | $5,287-69.5% |
| Admin fee / account holder | $2,462 | $8,717-71.8% | $5,586-55.9% | $10,132-75.7% |