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 | $33,620 | $92,703-63.7% | $82,719-59.4% | $134,475-75.0% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -11.86% | 944.92%-956.8pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $150 | $3,274-95.4% | $3,009-95.0% | $4,740-96.8% |
| Participant deferral / active EE | $3,003 | $4,802-37.5% | $4,395-31.7% | $6,400-53.1% |
| Admin fee / account holder | $1,026 | $5,983-82.9% | $5,329-80.7% | $11,426-91.0% |