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 5-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 | $26,617 | $190,805-86.0% | $159,960-83.4% | $134,475-80.2% |
| Participation rate | 52.6% | 81.9%-29.3pp | 78.0%-25.3pp | 81.2%-28.6pp |
| Annual return | -10.31% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,528 | $6,923-20.1% | $6,182-10.6% | $6,400-13.6% |
| Admin fee / account holder | $45,925 | $10,471+338.6% | $8,698+428.0% | $11,426+301.9% |