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 | $66,104 | $101,283-34.7% | $75,826-12.8% | $135,375-51.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 68.2%-18.2pp | 82.6%-32.6pp |
| Annual return | 0.79% | 3384.62%-3383.8pp | 1914.15%-1913.4pp | 519.73%-518.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,888 | $3,469-16.7% | $2,862+0.9% | $5,609-48.5% |
| Admin fee / account holder | $3,346 | $6,539-48.8% | $4,726-29.2% | $10,827-69.1% |