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 | $30,947 | $97,757-68.3% | $83,848-63.1% | $135,375-77.1% |
| Participation rate | 41.2% | 80.0%-38.8pp | 76.1%-35.0pp | 82.6%-41.5pp |
| Annual return | -4.54% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,330 | $4,682-50.2% | $4,082-42.9% | $5,609-58.5% |
| Admin fee / account holder | $5,570 | $6,674-16.5% | $5,478+1.7% | $10,827-48.6% |