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 | $23,732 | $45,073-47.3% | $69,455-65.8% | $72,985-67.5% |
| Participation rate | 31.9% | 68.5%-36.6pp | 74.6%-42.7pp | 69.5%-37.6pp |
| Annual return | 22.73% | 22.65%+0.1pp | 28.97%-6.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,703 | $2,602-34.5% | $3,535-51.8% | $3,607-52.8% |
| Admin fee / account holder | $3,438 | $3,056+12.5% | $3,839-10.5% | $5,124-32.9% |