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 8-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 | $34,583 | $72,492-52.3% | $87,100-60.3% | $72,985-52.6% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 21.65% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $62 | $1,894-96.7% | $2,521-97.6% | $2,440-97.5% |
| Participant deferral / active EE | $3,037 | $3,270-7.1% | $4,049-25.0% | $3,607-15.8% |
| Admin fee / account holder | $6,809 | $5,055+34.7% | $7,497-9.2% | $5,124+32.9% |