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 | $49,623 | $69,010-28.1% | $159,960-69.0% | $68,494-27.6% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.7pp |
| Annual return | -15.71% | -9.65%-6.1pp | 408.60%-424.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,122 | $4,212-25.9% | $6,182-49.5% | $4,027-22.5% |
| Admin fee / account holder | $2,053 | $4,798-57.2% | $8,698-76.4% | $5,403-62.0% |