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 | $65,135 | $138,065-52.8% | $123,544-47.3% | $135,375-51.9% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -6.62% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,149 | $6,799-24.3% | $6,426-19.9% | $5,609-8.2% |
| Admin fee / account holder | $630 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |