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 | $37,337 | $95,971-61.1% | $74,550-49.9% | $135,375-72.4% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -0.10% | 56.96%-57.1pp | 32.53%-32.6pp | 519.73%-519.8pp |
| Employer contribution / active EE | $236 | $2,716-91.3% | $1,961-88.0% | $4,779-95.1% |
| Participant deferral / active EE | $1,105 | $3,843-71.2% | $3,108-64.4% | $5,609-80.3% |
| Admin fee / account holder | $19,142 | $6,522+193.5% | $5,060+278.3% | $10,827+76.8% |