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 | $21,869 | $45,152-51.6% | $73,843-70.4% | $59,632-63.3% |
| Participation rate | 47.2% | 64.0%-16.8pp | 73.4%-26.2pp | 68.7%-21.4pp |
| Annual return | -0.13% | 27.40%-27.5pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $763 | $2,574-70.4% | $3,583-78.7% | $3,192-76.1% |
| Admin fee / account holder | $7,580 | $3,516+115.6% | $4,880+55.3% | $4,297+76.4% |