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 | $48,028 | $75,828-36.7% | $147,614-67.5% | $59,632-19.5% |
| Participation rate | 59.3% | 71.6%-12.2pp | 84.6%-25.3pp | 68.7%-9.3pp |
| Annual return | -0.35% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,312 | $3,130+5.8% | $4,895-32.3% | $3,192+3.8% |
| Admin fee / account holder | $1,338 | $5,985-77.6% | $11,611-88.5% | $4,297-68.9% |