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 | $45,868 | $78,694-41.7% | $67,652-32.2% | $125,391-63.4% |
| Participation rate | 9.1% | 78.8%-69.7pp | 75.7%-66.6pp | 83.2%-74.1pp |
| Annual return | 0.84% | 9.46%-8.6pp | 6625.04%-6624.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,100 | $4,292-51.1% | $3,560-41.0% | $5,352-60.8% |
| Admin fee / account holder | $83,920 | $7,403+1033.6% | $4,821+1640.8% | $9,540+779.6% |