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 | $47,376 | $45,566+4.0% | $64,105-26.1% | $59,632-20.6% |
| Participation rate | 46.7% | 60.2%-13.5pp | 68.2%-21.5pp | 68.7%-22.0pp |
| Annual return | 1.69% | 4.95%-3.3pp | 791.24%-789.6pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,405 | $2,057-31.7% | $2,822-50.2% | $3,192-56.0% |
| Admin fee / account holder | $2,075 | $3,268-36.5% | $4,499-53.9% | $4,297-51.7% |