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 | $52,108 | $54,350-4.1% | $82,719-37.0% | $68,494-23.9% |
| Participation rate | 49.1% | 63.9%-14.8pp | 72.6%-23.5pp | 67.9%-18.8pp |
| Annual return | -14.79% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,563 | $3,246+9.8% | $4,395-18.9% | $4,027-11.5% |
| Admin fee / account holder | $9,984 | $4,395+127.2% | $5,329+87.4% | $5,403+84.8% |