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 | $104,533 | $109,881-4.9% | $150,045-30.3% | $84,808+23.3% |
| Participation rate | 69.7% | 76.1%-6.4pp | 82.3%-12.6pp | 68.3%+1.4pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,028 | $6,636-54.4% | $7,997-62.1% | $4,212-28.1% |
| Admin fee / account holder | $824 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |