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 | $45,271 | $138,065-67.2% | $123,544-63.4% | $135,375-66.6% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -7.18% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $510 | $5,151-90.1% | $4,628-89.0% | $4,779-89.3% |
| Participant deferral / active EE | $2,536 | $6,799-62.7% | $6,426-60.5% | $5,609-54.8% |
| Admin fee / account holder | $8,211 | $10,916-24.8% | $9,284-11.6% | $10,827-24.2% |