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 7-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 | $60,824 | $82,630-26.4% | $64,105-5.1% | $125,391-51.5% |
| Participation rate | 68.2% | 75.9%-7.7pp | 68.2%0pp | 83.2%-15.0pp |
| Annual return | -2.35% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,011 | $3,608-72.0% | $2,822-64.2% | $5,352-81.1% |
| Admin fee / account holder | $588 | $6,382-90.8% | $4,499-86.9% | $9,540-93.8% |