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 | $62,132 | $190,805-67.4% | $159,960-61.2% | $134,475-53.8% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -12.47% | 552.23%-564.7pp | 408.60%-421.1pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,138 | $6,923-11.3% | $6,182-0.7% | $6,400-4.1% |
| Admin fee / account holder | $26,625 | $10,471+154.3% | $8,698+206.1% | $11,426+133.0% |