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 | $23,014 | $99,640-76.9% | $86,436-73.4% | $134,475-82.9% |
| Participation rate | 55.6% | 82.0%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -10.18% | 6782.58%-6792.8pp | 4394.89%-4405.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,443 | $7,246-66.3% | $6,952-64.9% | $6,400-61.8% |
| Admin fee / account holder | $26,818 | $8,371+220.3% | $6,731+298.4% | $11,426+134.7% |