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 | $39,433 | $100,754-60.9% | $86,677-54.5% | $134,475-70.7% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -13.99% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,891 | $5,338-8.4% | $4,656+5.1% | $6,400-23.6% |
| Admin fee / account holder | $21,114 | $10,926+93.2% | $7,493+181.8% | $11,426+84.8% |