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 | $55,801 | $106,543-47.6% | $91,220-38.8% | $134,475-58.5% |
| Participation rate | 29.4% | 76.8%-47.4pp | 73.2%-43.8pp | 81.2%-51.8pp |
| Annual return | -17.19% | 160.60%-177.8pp | 114.01%-131.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,385 | $4,719-70.7% | $4,234-67.3% | $6,400-78.4% |
| Admin fee / account holder | $8,446 | $6,231+35.6% | $5,420+55.8% | $11,426-26.1% |