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 | $48,310 | $65,703-26.5% | $94,224-48.7% | $59,632-19.0% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | -1.25% | 5.22%-6.5pp | 10.68%-11.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $271 | $2,021-86.6% | $3,587-92.4% | $2,203-87.7% |
| Participant deferral / active EE | $3,667 | $3,143+16.7% | $4,320-15.1% | $3,192+14.9% |
| Admin fee / account holder | $530 | $4,264-87.6% | $6,269-91.5% | $4,297-87.7% |