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 | $35,826 | $95,971-62.7% | $74,550-51.9% | $135,375-73.5% |
| Participation rate | 35.0% | 75.7%-40.7pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | -5.14% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $776 | $3,843-79.8% | $3,108-75.0% | $5,609-86.2% |
| Admin fee / account holder | $1,142 | $6,522-82.5% | $5,060-77.4% | $10,827-89.4% |