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 | $163,168 | $83,902+94.5% | $167,512-2.6% | $84,808+92.4% |
| Participation rate | 54.5% | 66.5%-11.9pp | 77.1%-22.5pp | 68.3%-13.8pp |
| Annual return | 17.06% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,080 | $4,442-53.2% | $6,405-67.5% | $4,212-50.6% |
| Admin fee / account holder | $64,028 | $7,915+708.9% | $9,769+555.4% | $7,344+771.9% |