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 | $76,843 | $44,850+71.3% | $60,547+26.9% | $59,632+28.9% |
| Participation rate | 41.6% | 59.5%-17.9pp | 68.0%-26.4pp | 68.7%-27.1pp |
| Annual return | -1.81% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $176 | $1,462-87.9% | $2,419-92.7% | $2,203-92.0% |
| Participant deferral / active EE | $2,090 | $2,230-6.3% | $3,328-37.2% | $3,192-34.5% |
| Admin fee / account holder | $28,952 | $3,635+696.4% | $4,536+538.2% | $4,297+573.8% |