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 | $25,969 | $95,193-72.7% | $76,523-66.1% | $135,375-80.8% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | -5.40% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,536 | $4,639+40.9% | $3,835+70.4% | $5,609+16.5% |
| Admin fee / account holder | $48,672 | $6,249+678.9% | $4,848+903.9% | $10,827+349.5% |