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 | $70,730 | $95,971-26.3% | $74,550-5.1% | $135,375-47.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.80% | 56.96%-60.8pp | 32.53%-36.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $231 | $2,716-91.5% | $1,961-88.2% | $4,779-95.2% |
| Participant deferral / active EE | $1,235 | $3,843-67.9% | $3,108-60.3% | $5,609-78.0% |
| Admin fee / account holder | $47,827 | $6,522+633.4% | $5,060+845.3% | $10,827+341.7% |