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 | $32,299 | $75,828-57.4% | $147,614-78.1% | $59,632-45.8% |
| Participation rate | 14.3% | 71.6%-57.3pp | 84.6%-70.3pp | 68.7%-54.4pp |
| Annual return | 5.91% | 0.37%+5.5pp | 61.98%-56.1pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,102 | $3,130-64.8% | $4,895-77.5% | $3,192-65.5% |
| Admin fee / account holder | $19,300 | $5,985+222.5% | $11,611+66.2% | $4,297+349.2% |