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 | $43,201 | $197,825-78.2% | $155,790-72.3% | $125,391-65.5% |
| Participation rate | 18.2% | 82.1%-63.9pp | 76.1%-57.9pp | 83.2%-65.0pp |
| Annual return | -0.63% | 86.74%-87.4pp | 71.54%-72.2pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,892 | $5,630-13.1% | $4,797+2.0% | $5,352-8.6% |
| Admin fee / account holder | $13,766 | $9,545+44.2% | $7,478+84.1% | $9,540+44.3% |