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 3-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 | $37,095 | $77,503-52.1% | $100,391-63.0% | $80,856-54.1% |
| Participation rate | 68.3% | 76.9%-8.7pp | 81.5%-13.2pp | 67.6%+0.7pp |
| Annual return | 19.92% | 37.20%-17.3pp | 49.20%-29.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,498 | $6,820+68.6% | $8,082+42.3% | $4,296+167.7% |
| Admin fee / account holder | $10,206 | $5,897+73.1% | $7,899+29.2% | $6,918+47.5% |