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 | $42,581 | $97,757-56.4% | $83,848-49.2% | $135,375-68.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -6.71% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $216 | $4,222-94.9% | $3,631-94.0% | $4,779-95.5% |
| Participant deferral / active EE | $1,235 | $4,682-73.6% | $4,082-69.7% | $5,609-78.0% |
| Admin fee / account holder | $1,558 | $6,674-76.7% | $5,478-71.6% | $10,827-85.6% |