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 | $16,626 | $92,703-82.1% | $82,719-79.9% | $134,475-87.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.49% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $242 | $3,274-92.6% | $3,009-91.9% | $4,740-94.9% |
| Participant deferral / active EE | $1,505 | $4,802-68.7% | $4,395-65.8% | $6,400-76.5% |
| Admin fee / account holder | $1,151 | $5,983-80.8% | $5,329-78.4% | $11,426-89.9% |