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 | $76,723 | $160,055-52.1% | $140,016-45.2% | $135,375-43.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -4.15% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,400 | $7,642-3.2% | $6,927+6.8% | $5,609+31.9% |
| Admin fee / account holder | $2,900 | $13,328-78.2% | $10,705-72.9% | $10,827-73.2% |