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 | $48,003 | $76,000-36.8% | $154,107-68.9% | $64,186-25.2% |
| Participation rate | 68.6% | 70.4%-1.8pp | 83.0%-14.5pp | 69.6%-1.0pp |
| Annual return | -0.64% | 30.32%-31.0pp | 735.12%-735.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,853 | $3,175+21.3% | $5,081-24.2% | $3,470+11.0% |
| Admin fee / account holder | $11,028 | $5,596+97.1% | $13,411-17.8% | $4,888+125.6% |