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 | $38,186 | $190,805-80.0% | $159,960-76.1% | $134,475-71.6% |
| Participation rate | 61.1% | 81.9%-20.8pp | 78.0%-16.8pp | 81.2%-20.1pp |
| Annual return | -15.37% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,844 | $6,923-30.0% | $6,182-21.6% | $6,400-24.3% |
| Admin fee / account holder | $16,435 | $10,471+57.0% | $8,698+89.0% | $11,426+43.8% |