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 | $82,036 | $128,603-36.2% | $197,124-58.4% | $67,986+20.7% |
| Participation rate | 62.6% | 81.7%-19.1pp | 86.7%-24.1pp | 57.2%+5.4pp |
| Annual return | 15.57% | 23.77%-8.2pp | 44.34%-28.8pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,725 | $6,840-30.9% | $9,135-48.3% | $3,358+40.7% |
| Admin fee / account holder | $14,250 | $3,035+369.5% | $16,298-12.6% | $3,203+344.9% |