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 | $34,439 | $82,630-58.3% | $64,105-46.3% | $125,391-72.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -2.07% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $231 | $2,671-91.4% | $1,820-87.3% | $4,866-95.3% |
| Participant deferral / active EE | $3,069 | $3,608-15.0% | $2,822+8.8% | $5,352-42.7% |
| Admin fee / account holder | $5,973 | $6,382-6.4% | $4,499+32.7% | $9,540-37.4% |