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 | $29,030 | $138,065-79.0% | $123,544-76.5% | $135,375-78.6% |
| Participation rate | 11.1% | 84.7%-73.6pp | 82.3%-71.2pp | 82.6%-71.5pp |
| Annual return | -5.81% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $691 | $5,151-86.6% | $4,628-85.1% | $4,779-85.5% |
| Participant deferral / active EE | $2,294 | $6,799-66.3% | $6,426-64.3% | $5,609-59.1% |
| Admin fee / account holder | $12,052 | $10,916+10.4% | $9,284+29.8% | $10,827+11.3% |