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 | $25,319 | $44,850-43.5% | $60,547-58.2% | $59,632-57.5% |
| Participation rate | 55.2% | 59.5%-4.3pp | 68.0%-12.8pp | 68.7%-13.5pp |
| Annual return | -2.30% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,334 | $2,230+4.7% | $3,328-29.9% | $3,192-26.9% |
| Admin fee / account holder | $3,409 | $3,635-6.2% | $4,536-24.9% | $4,297-20.7% |