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 | $47,227 | $69,518-32.1% | $59,878-21.1% | $135,375-65.1% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.7%-55.9pp | 82.6%-63.9pp |
| Annual return | -2.85% | 7.94%-10.8pp | 3.46%-6.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,018 | $4,206-75.8% | $3,402-70.1% | $5,609-81.9% |
| Admin fee / account holder | $3,577 | $5,734-37.6% | $3,590-0.4% | $10,827-67.0% |