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 | $193,391 | $92,703+108.6% | $82,719+133.8% | $134,475+43.8% |
| Participation rate | 26.1% | 75.2%-49.1pp | 72.6%-46.5pp | 81.2%-55.1pp |
| Annual return | -5.17% | 944.92%-950.1pp | 701.18%-706.3pp | 417.96%-423.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,388 | $4,802-50.3% | $4,395-45.7% | $6,400-62.7% |
| Admin fee / account holder | $20,014 | $5,983+234.5% | $5,329+275.6% | $11,426+75.2% |