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 | $30,035 | $56,199-46.6% | $67,652-55.6% | $59,632-49.6% |
| Participation rate | 34.9% | 71.5%-36.5pp | 75.7%-40.7pp | 68.7%-33.7pp |
| Annual return | -1.19% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,335 | $2,844-53.0% | $3,560-62.5% | $3,192-58.2% |
| Admin fee / account holder | $8,547 | $3,958+115.9% | $4,821+77.3% | $4,297+98.9% |