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 | $40,265 | $99,640-59.6% | $86,436-53.4% | $134,475-70.1% |
| Participation rate | 35.7% | 82.0%-46.3pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -17.53% | 6782.58%-6800.1pp | 4394.89%-4412.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $273 | $4,400-93.8% | $3,769-92.8% | $4,740-94.2% |
| Participant deferral / active EE | $3,259 | $7,246-55.0% | $6,952-53.1% | $6,400-49.1% |
| Admin fee / account holder | $1,805 | $8,371-78.4% | $6,731-73.2% | $11,426-84.2% |