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 | $43,478 | $95,971-54.7% | $74,550-41.7% | $135,375-67.9% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -5.81% | 56.96%-62.8pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,805 | $3,843-53.0% | $3,108-41.9% | $5,609-67.8% |
| Admin fee / account holder | $6,581 | $6,522+0.9% | $5,060+30.1% | $10,827-39.2% |