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 | $37,076 | $147,167-74.8% | $111,392-66.7% | $135,375-72.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 78.9%-28.9pp | 82.6%-32.6pp |
| Annual return | -7.68% | -4.44%-3.2pp | -2.06%-5.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,309 | $6,565-34.4% | $5,567-22.6% | $5,609-23.2% |
| Admin fee / account holder | $2,629 | $20,270-87.0% | $12,266-78.6% | $10,827-75.7% |