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 | $16,257 | $76,000-78.6% | $154,107-89.5% | $64,186-74.7% |
| Participation rate | 51.4% | 70.4%-19.1pp | 83.0%-31.7pp | 69.6%-18.2pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,031 | $3,175-67.5% | $5,081-79.7% | $3,470-70.3% |
| Admin fee / account holder | $4,417 | $5,596-21.1% | $13,411-67.1% | $4,888-9.6% |