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 | $58,350 | $76,000-23.2% | $154,107-62.1% | $64,186-9.1% |
| Participation rate | 47.9% | 70.4%-22.5pp | 83.0%-35.1pp | 69.6%-21.6pp |
| Annual return | -1.98% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,927 | $3,175-7.8% | $5,081-42.4% | $3,470-15.6% |
| Admin fee / account holder | $4,091 | $5,596-26.9% | $13,411-69.5% | $4,888-16.3% |