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 | $34,738 | $138,065-74.8% | $123,544-71.9% | $135,375-74.3% |
| Participation rate | 47.8% | 84.7%-36.9pp | 82.3%-34.5pp | 82.6%-34.8pp |
| Annual return | -2.98% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $873 | $5,151-83.1% | $4,628-81.1% | $4,779-81.7% |
| Participant deferral / active EE | $2,215 | $6,799-67.4% | $6,426-65.5% | $5,609-60.5% |
| Admin fee / account holder | $38,873 | $10,916+256.1% | $9,284+318.7% | $10,827+259.0% |