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 | $52,312 | $92,222-43.3% | $76,768-31.9% | $135,375-61.4% |
| Participation rate | 65.2% | 79.8%-14.5pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -6.81% | 5.46%-12.3pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,649 | $4,509-63.4% | $3,852-57.2% | $5,609-70.6% |
| Admin fee / account holder | $7,433 | $10,748-30.8% | $6,675+11.4% | $10,827-31.4% |