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 | $55,489 | $190,805-70.9% | $159,960-65.3% | $134,475-58.7% |
| Participation rate | 53.3% | 81.9%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -14.62% | 552.23%-566.9pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,971 | $6,923-13.7% | $6,182-3.4% | $6,400-6.7% |
| Admin fee / account holder | $3,723 | $10,471-64.5% | $8,698-57.2% | $11,426-67.4% |