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 | $34,755 | $78,694-55.8% | $67,652-48.6% | $125,391-72.3% |
| Participation rate | 31.3% | 78.8%-47.6pp | 75.7%-44.4pp | 83.2%-51.9pp |
| Annual return | -0.60% | 9.46%-10.1pp | 6625.04%-6625.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,867 | $4,292-9.9% | $3,560+8.6% | $5,352-27.7% |
| Admin fee / account holder | $9,872 | $7,403+33.4% | $4,821+104.8% | $9,540+3.5% |