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 | $52,057 | $99,640-47.8% | $86,436-39.8% | $134,475-61.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.65% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,417 | $7,246-66.6% | $6,952-65.2% | $6,400-62.2% |
| Admin fee / account holder | $530 | $8,371-93.7% | $6,731-92.1% | $11,426-95.4% |