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 | $44,048 | $135,635-67.5% | $110,238-60.0% | $135,375-67.5% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.8%-10.3pp | 82.6%-13.1pp |
| Annual return | -2.94% | 513.19%-516.1pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $718 | $4,906-85.4% | $3,826-81.2% | $4,779-85.0% |
| Participant deferral / active EE | $3,465 | $5,506-37.1% | $4,672-25.8% | $5,609-38.2% |
| Admin fee / account holder | $14,284 | $11,457+24.7% | $8,547+67.1% | $10,827+31.9% |