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 | $30,992 | $82,630-62.5% | $64,105-51.7% | $125,391-75.3% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -1.78% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,285 | $3,608-64.4% | $2,822-54.5% | $5,352-76.0% |
| Admin fee / account holder | $4,576 | $6,382-28.3% | $4,499+1.7% | $9,540-52.0% |