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 | $47,489 | $84,695-43.9% | $73,843-35.7% | $125,391-62.1% |
| Participation rate | 31.3% | 76.8%-45.5pp | 73.4%-42.2pp | 83.2%-51.9pp |
| Annual return | -2.98% | 3123.53%-3126.5pp | 2267.84%-2270.8pp | 282.22%-285.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,616 | $3,992-9.4% | $3,583+0.9% | $5,352-32.4% |
| Admin fee / account holder | $20,431 | $5,691+259.0% | $4,880+318.6% | $9,540+114.1% |