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 | $64,434 | $167,307-61.5% | $143,757-55.2% | $134,475-52.1% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -17.55% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,025 | $6,446-53.1% | $5,637-46.3% | $6,400-52.7% |
| Admin fee / account holder | $3,000 | $18,088-83.4% | $14,673-79.6% | $11,426-73.7% |