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 | $36,251 | $104,106-65.2% | $71,086-49.0% | $135,375-73.2% |
| Participation rate | 43.5% | 65.7%-22.2pp | 54.7%-11.2pp | 82.6%-39.2pp |
| Annual return | -4.50% | 1256.30%-1260.8pp | 650.59%-655.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,135 | $2,527-55.1% | $1,874-39.4% | $5,609-79.8% |
| Admin fee / account holder | $2,833 | $4,142-31.6% | $3,082-8.1% | $10,827-73.8% |