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 | $53,227 | $138,065-61.4% | $123,544-56.9% | $135,375-60.7% |
| Participation rate | 46.7% | 84.7%-38.1pp | 82.3%-35.6pp | 82.6%-36.0pp |
| Annual return | -4.23% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $125 | $5,151-97.6% | $4,628-97.3% | $4,779-97.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,302 | $10,916+67.7% | $9,284+97.1% | $10,827+69.0% |