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 | $103,900 | $90,600+14.7% | $79,464+30.8% | $135,375-23.3% |
| Participation rate | 52.6% | 76.0%-23.4pp | 73.3%-20.7pp | 82.6%-30.0pp |
| Annual return | -6.32% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,888 | $4,050-4.0% | $3,704+5.0% | $5,609-30.7% |
| Admin fee / account holder | $1,703 | $5,907-71.2% | $5,113-66.7% | $10,827-84.3% |