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 | $59,203 | $56,199+5.3% | $67,652-12.5% | $59,632-0.7% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -1.20% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $15 | $1,614-99.1% | $2,266-99.3% | $2,203-99.3% |
| Participant deferral / active EE | $2,138 | $2,844-24.8% | $3,560-39.9% | $3,192-33.0% |
| Admin fee / account holder | $869 | $3,958-78.1% | $4,821-82.0% | $4,297-79.8% |