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 | $42,517 | $45,152-5.8% | $73,843-42.4% | $59,632-28.7% |
| Participation rate | 44.1% | 64.0%-19.9pp | 73.4%-29.4pp | 68.7%-24.6pp |
| Annual return | -2.26% | 27.40%-29.7pp | 2267.84%-2270.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,435 | $2,574-5.4% | $3,583-32.0% | $3,192-23.7% |
| Admin fee / account holder | $1,078 | $3,516-69.3% | $4,880-77.9% | $4,297-74.9% |