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 | $20,392 | $67,331-69.7% | $60,874-66.5% | $134,475-84.8% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.1%-43.7pp | 81.2%-51.8pp |
| Annual return | -20.35% | 49.93%-70.3pp | 16.90%-37.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,513 | $4,538-66.7% | $3,817-60.4% | $6,400-76.4% |
| Admin fee / account holder | $1,456 | $4,582-68.2% | $3,224-54.8% | $11,426-87.3% |