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 | $67,236 | $73,981-9.1% | $105,722-36.4% | $62,891+6.9% |
| Participation rate | 57.7% | 71.7%-14.0pp | 78.9%-21.2pp | 69.3%-11.6pp |
| Annual return | 6.38% | 17.60%-11.2pp | 12.25%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $483 | $2,856-83.1% | $4,079-88.2% | $2,281-78.8% |
| Participant deferral / active EE | $1,932 | $4,038-52.1% | $5,326-63.7% | $3,203-39.7% |
| Admin fee / account holder | $301 | $5,976-95.0% | $8,308-96.4% | $4,296-93.0% |