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 | $48,058 | $59,332-19.0% | $90,223-46.7% | $59,632-19.4% |
| Participation rate | 24.1% | 71.9%-47.8pp | 79.0%-55.0pp | 68.7%-44.6pp |
| Annual return | -2.69% | 3.25%-5.9pp | 1.31%-4.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $392 | $3,031-87.1% | $4,378-91.0% | $2,203-82.2% |
| Participant deferral / active EE | $1,601 | $4,369-63.4% | $5,792-72.4% | $3,192-49.8% |
| Admin fee / account holder | $937 | $5,032-81.4% | $7,406-87.4% | $4,297-78.2% |