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 6-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 | $47,857 | $64,480-25.8% | $81,382-41.2% | $80,856-40.8% |
| Participation rate | 59.4% | 63.9%-4.5pp | 69.5%-10.1pp | 67.6%-8.3pp |
| Annual return | 15.94% | 16.34%-0.4pp | 24.73%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,050 | $3,094+127.9% | $3,883+81.6% | $4,296+64.1% |
| Admin fee / account holder | $935 | $5,671-83.5% | $5,768-83.8% | $6,918-86.5% |